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Financial Planning Considerations Start the Year Strong: Let’s Refresh Your Financial Plan A new year is a natural checkpoint—and the ideal moment to make sure your financial plan reflects …
[Read more...] about February 2026: What’s New and Noteworthy
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
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
Market Perspectives, Tax Planning Insights, and Financial Planning Considerations Market Perspectives The commentary titled "What the 'One Big Beautiful Bill' Means for …
[Read more...] about What’s New & Noteworthy: July 2025 Newsletter
Market Perspectives, Tax Planning Insights, and Financial Planning Resources Market Perspectives Think Beyond the S&P 500 Big-name stocks get all the spotlight, but there's a whole …
[Read more...] about What’s New & Noteworthy: May 2025 Newsletter
First Quarter Key Market and Economic Drivers …
Tax Planning Insights, Market Perspectives, and Financial Planning Resources Tax Planning Insights Tax season is right around the corner and I know how tricky it can be to manage such a …
[Read more...] about January 2025: What’s New and Noteworthy
Financial Planning Resources, Market Perspectives, and Tax Planning Insights Financial Planning Resources Ready to Start the Year on the Right Foot?The new year brings new opportunities …
[Read more...] about December 2024: What’s New and Noteworthy
Tax Planning Insights, Financial Planning Considerations, Market Perspectives & More Tax Planning Insights As the end of the year approaches, I want to help you spot time-sensitive …
[Read more...] about October 2024: What’s New and Noteworthy
Market Perspectives, Tax Planning Insights, Financial Planning Considerations, & More Financial Planning Considerations Benefit election time is coming! Let’s prep so you can confidently …
[Read more...] about September 2024: What’s New and Noteworthy
Market Perspectives, Tax Planning Insights, Financial Planning Considerations, & More Market Perspectives Stocks have experienced recent volatility due to concerns over the timing of Fed …
Third Quarter Key Market and Economic Drivers …
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
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