Life Event Downloads
Ever Wonder What To Do When Facing a Major Life Event?
Checklists for Important Life Events
(Clicking on the link will prompt you to provide your email address and the document will be emailed to you)
Financial
Life Events and Life Planning
- What Emergency Relief Options Should I Consider During the Coronavirus Pandemic?
- What Issues Should I Consider During a Recession or Market Correction?
- What Issues Should I Consider Before The End of the Year?
- What Accounts Should I Consider If I want to Save More?
- What Documents Do I Need to Keep on File?
- As Someone Who is Working, What Issues Should I Consider When Reviewing my Tax Return?
- What Issues Should I Consider When Reviewing My Property and Casualty Insurance Policies?
- What Issues Should I Consider When Starting a New Job?
- What Issues Should I Consider if I Get a Promotion or Raise at Work?
- What Issues Should I Consider if I Lose My Job?
- What Issues Should I Consider When Buying a Home?
- What Issues Should I Consider When Getting Married?
- What Issues Should I Consider When Having or Adopting a Child?
- What Issues Should I Consider to Fund my Child's College Education?
- What Issues Should I Consider During my Divorce?
Estate Planning
- What Issues Should I Consider for my Aging Parents?
- What Issues Should I Consider if my Parent Passed Away?
- What Issues Should I Consider Before Closing the Estate?
- What Issues Should I Consider Before I Update my Estate Plan?
- What Issues Should I Consider if my Spouse Has Been Diagnosed with a Terminal Illness?
- What Issues Should I Consider if my Spouse Passed Away?
Retirement Planning
- As a Retiree, What Issues SHould I Consider When Reviewing my 2019 Tax Return?
- What Issues Should I Consider Before I Retire?
Business Related
- As a Business Owner, What Emergency Relief Options Should I Consider During the Coronavirus Pandemic?
- What Issues Should I Consider When Starting a Business?
Flowcharts of Life
(Clicking on the link will prompt you to provide your email address and the document will be emailed to you)
Retirement Related Flowcharts
- Can I Make a Backdoor Roth IRA Contribution?
- Should I Rollover My Dormant 401(k)?
- Should I setup a Traditional 401(k) for My Business?
Social Security Flowcharts
- Am I Eligible for Social Security Benefits as a Divorced Individual?
- Will I Avoid Social Security's Government Pension Offset (GPO)?
- Will I Avoid the Social Security Windfall Elimination Provision?
- Will My Social Security Benefit Be Reduced?
Materials are produced by an independent third party. They are provided for informational and educational purposes only. The views and opinions expressed therein may not be those of Guardian Life Insurance Company of America (Guardian) or any of its subsidiaries or affiliates. Guardian does not verify and does not guarantee the accuracy or completeness of the information or opinions presented therein..