Retirement Checklists | Covenant Wealth Advisors
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Checklists and Guides

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Important Tax, Savings, and Investment Information for 2025

This Financial Information Spreadsheet presents updated Tax, Savings, and Investment information in an easy to read format.

Issues should i consider before i retire

15 Free Retirement Planning Checklists

Get exclusive access to the same checklists we use to help clients retire. Get all 15 checklists for free!

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What Issues Should I Consider Before the End of the Year?

The end of the year provides a number of planning opportunities and issues to help optimize your financial picture.

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What Issues Should I Consider When Reviewing My Investments?

Discover important planning issues that you need to consider in many different areas of personal portfolio management. 

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Should I Consider Doing a Roth Conversion?

Roth conversions can be a helpful retirement strategy. Find out if it makes sense to do a Roth Conversion.

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Should I Rollover My Old 401(k)?

This retirement workflow addresses some of the most common issues that should be considered before doing a 401(k) rollover:

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Sudden Wealth: 35 Key Issues to Consider

This checklist will help guide you in the event that you receive sudden wealth from an unexpected windfall such as an inheritance, lottery winnings, legal settlement, or sale of a business.

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What Accounts Should I Consider if I Want to Save More?

This savings account comparison checklist highlights different types of savings accounts and their purposes.

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Should I Contribute to my Roth IRA or Traditional IRA?

This IRA workflow covers eligibility and advantages for contributing to either your Roth IRA or your Traditional IRA.

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Master List of Retirement and Life Goals

Get our "Master List of Goals" to help you brainstorm and overcome blind spots in your retirement planning.

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Free Portfolio Checkup

What is the right mix of investments for your individual or family situation? Find our with our FREE portfolio checkup.

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Can I Do a Qualified Charitable Distribution?

Find out how to reduce taxes and give more to your favorite charity with a Qualified Charitable Contribution.

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Questions to Ask a Financial Advisor Before You Hire

Finding the right financial advisor can be hard. This comprehensive list of questions will help you find the best financial advisor for you and your family.

Issues to consider during a recession or

What Issues Should I Consider During a Recession or Market Downturn?

This checklist covers powerful issues to consider during a recession or stock market downturn including Roth conversions and more.

Am I eligible for Social Security Benefits as a Spouse?

If you qualify, it may be helpful to collect Social Security as a spouse. Find out if you are eligible for spousal Social Security benefits.

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Do I Qualify for Surviving Spouse Social Security Benefits?

If you qualify as a surviving spouse, it may be helpful for collecting social security. Find out if you are eligible  for surviving spouse Social Security benefits.

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Services offered by Covenant Wealth Advisors (CWA), a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Registration of an investment advisor does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results. By entering your info into our forms, you are consenting to receive our email newsletter and/or calls regarding our products and services from CWA. This agreement is not a condition to proceed forward. Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed.

 

*Award Winning: Covenant Wealth Advisors was nominated by Newsweek/Plant-A-Insights Group in November of 2024 as one of America's Top Financial Advisory Firms. You may access the nomination methodology disclosure here and a list of financial advisory firms selected. CWA was awarded the #1 fastest growing company by RichmondBizSense on October 8th, 2020 based on three year annual revenue growth ending December 31st, 2019. To qualify for the annual RVA 25, companies must be privately-held, headquartered in the Richmond region and able to submit financials for the last three full calendar years. Submissions were vetted by Henrico-based accounting firm Keiter. Expertise.com voted Covenant Wealth Advisors as one of the best financial advisors in Williamsburg, VA  and Richmond, VA on November 30th, 2024 based on their proprietary selection process.  CWA was nominated for the Forbes Best-In-State Wealth Advisor ranking for Virginia on April 7th, 2022. Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here. CWA did not compensate any of the entities above for the awards or nominations. These award nominations were granted by organizations that are not CWA clients. However, CWA has compensated Newsweek/Plant-A Insights Group for licensing and advertising of the nomination and compensated Expertise.com to advertise on their platform. While we seek to minimize conflicts of interest, no registered investment adviser is conflict free and we advise all interested parties to request a list of potential conflicts of interest prior to engaging in a relationship. CWA is a member of the Better Business Bureau. We compensate the BBB to be a member and our BBB rating is independently determined by the BBB.

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