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MacMunn Checklist

What keeps you up at night?

If anything on this checklist keeps you up at night, we need to discuss. 

Just click the link below to schedule a time.


  • Financial issues as retirement draws near

  • Do I have enough to retire?

  • How long will my money last?

  • Should I roll over my 401(k)?

  • Which is best?  Ordinary or Roth?

  • Should I consolidate my retirement plans? 

  • What are my 401(k) distribution options 

  • Required Minimum Distributions (RMDs)

  • Which asset to spend 1st, keep to last? 



  • Are my beneficiary designations correct?

  • Should I stretch my IRA?

  • Have I told my survivors my wishes?

  • Do I know what I need to know about estate and inheritance taxes?  

  • Is my current plan maximizing my tax deductions to my heirs?

  • Should I set up a trust?

  • What should I do with my home at my death?

  • What is IRD? 

  • Am I effectively managing my estate?

  • How can I give my money away, have enough retirement income, and still pass my assets to my children/grandchildren?

  • How do I spend the assets I have left efficiently?


  • Caring for my aging parents

  • How will I be able to help a loved one with Alzheimer’s disease?

  • Being a caregiver

  • Finding the right care facility for an older relative

  • Choosing long-term care insurance

  • When do I consider a nursing home? 

  • Making sense of Medicare

  • Power of attorney issues

  • Executor and Executrix responsibilities



  • What will it cost me to get ready?

  • Understanding college savings options

  • 529 college planning

  • Do I qualify for financial aid for my kids?

  • What is FAFSA?

  • State or Private schools?  

  • Is there a way to shelter assets?  



  • Upcoming wedding expenses

  • What to do when a relative dies

  • New job/career - benefits review

  • 401(k) plan choices for job changes

  • Life Insurance - How much is enough?

  • Divorce/Spouse death: Now you’re “on your own”

  • Grandchildren have arrived! I want to enhance their financial future  

  • Disability: Who will pay my monthly bills when I can’t work? 


  • Organizing my financial records

  • Create a household budget

  • Reducing debt 

  • Creating a simplified “big picture” plan

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