Checklists & Reference Guides
About these resources
10 resources
Some planning work is calendar-driven: things worth checking at the start of the year, before the year closes, and at specific ages when new rules or opportunities take effect.
These are the general-purpose references — annual review agendas, milestone and deadline lists, and guidance on which documents to keep and for how long.
A Master List of Financial Goals to Consider
It's easy to overlook a goal simply because it wasn't top of mind. See a broad list of common goals to consider.
Free PDF downloadImportant Financial Dates to Know
Tax and financial deadlines are easy to lose track of. See the key dates for individuals and business owners.
Free PDF downloadImportant Financial Milestones by Age
From catch-up contributions to RMDs, several financial rules kick in at specific ages. See the key milestones.
Free PDF download
Interviewing a Financial Advisor? Take These Questions With You
A printable list of questions to take into any advisor meeting: fiduciary duty, compensation, independence, conflicts of interest, and how the relationship works.
Free PDF download
Interviewing Advisors? Our Answers to Your Questions
Meridian's own answers to the questions we encourage you to ask any financial advisor: fiduciary duty, fees, independence, conflicts of interest, and how we work with clients.
Free PDF downloadIssues to Consider as a New Client
Starting with a new advisor raises a lot of questions upfront. See what's typically covered early on.
Free PDF downloadIssues to Consider in Your Annual Review Meeting
An annual review is more than a portfolio check-in. See what's typically covered.
Free PDF download
What Documents Do I Need to Keep on File?
Tax, healthcare, and estate documents each have their own retention guidelines. See what to keep and for how long.
Free PDF download
What Issues Should I Consider at the Start of the Year?
The start of the year is a natural planning checkpoint. See what's worth reviewing.
Free PDF downloadWhat Issues Should I Consider Before the End of the Year?
Several planning opportunities have a December 31 deadline. See what's worth reviewing before the year ends.
Free PDF download