What Issues Should I Consider During A Recession Or Market Correction?
This checklist covers many of the issues to consider during a recession or market correction. It addresses some strategies particularly useful when the valuations of the markets are low (such as Roth conversions and gifting strategies) as well strategies to mitigate the negative impact (cash flow becoming tight).
Should I roll over my dormant 401(k)?
401(k) plans and IRAs have unique features that may be beneficial to you depending on your unique circumstances. Deciding whether or not to rollover your previous employer's retirement fund involves more considerations than fees and investment selection.
What Issues Should I Consider When Starting a New Job
This comprehensive checklist covers the issues that could positively or negatively impact you when changing a job. It includes a review of cash flow & income, employee benefits, retirement plans & deferred compensation, and other planning issues.
Planning Goals
Goal setting is fundamental to sound financial planning. Identifying and prioritizing goals is sometimes challenging. Sometimes a need or objective is simply overlooked. This checklist is intended to expand understanding and awareness of possible goals for consideration.
Comprehensive Financial Planning Checklist
This checklist identifies possible planning opportunities for new and returning clients. It is meant to be a preliminary checklist of all the areas Next Play Financial can help you with. It is not intended to be an exhaustive outline of everything Next Play Financial could potentially do to improve your financial plan.