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Forms, Worksheets & Checklists

Our site is filled with educational videos, articles, slideshows, checklists and calculators designed to help you learn more. As you search our site, reach out to us regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Prospective/New Client

Avantax Brochure

Prospective/New Client

Tax Smart Investing

Prospective/New Client

Partner with Avantax

What Keeps You Up At Night?

Checklist

Being a Caregiver


Learn More

Facing the complexities of Medicare


Learn More

Choosing a Nursing Home


Worksheet

What to do when a relative dies.


Checklist

Required Minimum Distributions


Understanding RMD's

Life Events: Divorce


Divorce Checklist

Raising Money Smart Kids


9 Steps Worksheet

Education Planning


Understanding 529 Plans

Life Events: Recent Grads: Finding a job


Tips

Consents & Disclosures


Learn more