Tax Planning Insights 2025 Tax Changes at a Glance The update below highlights key provisions from 2025 that could impact your planning and your 2026 filing season. Inside, you …

[Read more...] about January 2026: What’s New and Noteworthy

Market Perspectives The past year has been positive for financial markets, even if it hasn't always felt that way. What perspective do investors need as they position for 2026? Financial …

[Read more...] about December 2025: What’s New and Noteworthy

Thanksgiving is right around the corner and there is a lot to do! As always, you can count on Next Play Financial to offer you a timely flowchart to help keep you on track to have a wonderful …

[Read more...] about November 2025: What’s New and Noteworthy – Thanksgiving Edition

Tax Planning Insights A thoughtful withdrawal strategy is crucial for effective tax management and long-term financial success. Perhaps you... No matter your situation, understanding the …

[Read more...] about What’s New & Noteworthy: October 2025 Newsletter

Tax Planning Insights, Financial Planning Considerations, and Market Perspectives Tax Planning Insights The OBBBA introduced major tax and planning changes, and many could impact you and your …

[Read more...] about What’s New and Noteworthy: September 2025 Newsletter

Market Perspectives, Tax Planning Insights, and Financial Planning Considerations Market Perspectives The Fed is signaling a likely rate cut, and both the bond and stock markets are responding …

[Read more...] about What’s New & Noteworthy: August 2025 Newsletter