Resources
Checklists
Battle-tested step-by-step lists for relocation, business setup, and care planning.
Relocation Checklist
An end-to-end relocation plan. Tick off items as you go.
Research destination citiesUse Compare and Cost of Living calculators to shortlist 2–3 candidates.
Calculate salary equivalentRun the Salary Equivalent calculator to set negotiation targets.
Visit at least one finalist in personWalk the neighborhoods, test the commute, eat at local spots.
Get quotes from 3+ moving companiesUse the Relocation Cost calculator as a baseline.
Sort out housingLease or buy. Confirm security-deposit and first/last-month requirements.
Update employment/remote-work setupState tax registration, payroll address, equipment shipping.
File address change with USPS, banks, IRSDriver license, voter registration, vehicle registration if applicable.
Schedule utilities transferElectric, gas, water, internet — 7–14 days before move date.
Update insurance (auto, health, renters)Premiums vary significantly by state and ZIP.
Settle in — establish local doctor, dentist, pharmacyFind a credit union or local bank if needed.
Business Formation Checklist
The right order to form an LLC or corporation without missing compliance steps.
Pick the entity typeLLC, S-corp, C-corp, or nonprofit — each has tax and liability implications.
Search business name availabilityState Secretary of State + federal trademark search.
Appoint a registered agentRequired in every state. Can be a person or a paid service.
File articles of organization or incorporationState filing fee varies $40–$500. Processing 1–30 days.
Apply for an EIN (free, irs.gov)Required for bank accounts, employees, taxes.
Draft an operating agreement / bylawsEven single-member LLCs benefit — banks often require it.
Open a business bank accountKeep business and personal finances separate from day one.
Register for state and local taxesSales tax permit, employer accounts, business license.
Get required licenses and permitsIndustry-specific — varies sharply by NAICS code.
Set up bookkeeping and payrollChoose accounting software and payroll provider before first transaction.
Senior Care Planning Checklist
For families and operators evaluating senior-care markets and facilities.
Identify care level neededIndependent living, assisted living, memory care, or skilled nursing.
Set a monthly budget rangeAccount for base rate, level-of-care fees, and supplies.
Check state licensing & inspection historyState department of health publishes inspection reports.
Tour at least 3 facilities (varying tier)Visit at meal time. Talk to current residents and families.
Review staffing ratios and turnoverDirect-care staff per resident is the single best quality predictor.
Verify Medicare/Medicaid status if relevantAffects long-term affordability.
Read the resident contract carefullyWatch for non-refundable deposits and rate-increase clauses.
Make a decision and back-up planHave a second-choice facility identified in case of waitlist.