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 …
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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 …
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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 …
