The SECURE Act 2.0 implements several changes that affect many different areas of financial planning. Take a look at the checklist and consider the questions. If you answer YES to any of the …
Checklists & Flowcharts
What Issues Should I Consider When Starting a New Job
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 …
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Planning Goals
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 …
Comprehensive Financial Planning Checklist
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)?
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 …
