Financial Planning Considerations What Should You Think About When Building an Emergency Fund? An emergency fund is about more than just saving 3–6 months of expenses. A good starting …
Monthly Newsletter
February 2026: What’s New and Noteworthy
February 2026: What’s New and Noteworthy
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 …
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January 2026: What’s New and Noteworthy
January 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 …
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December 2025: What’s New and Noteworthy
December 2025: 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 …
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November 2025: What’s New and Noteworthy – Thanksgiving Edition
November 2025: What’s New and Noteworthy – Thanksgiving Edition
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 …
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What’s New & Noteworthy: October 2025 Newsletter
What’s New & Noteworthy: October 2025 Newsletter
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 …
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What’s New and Noteworthy: September 2025 Newsletter
What’s New and Noteworthy: September 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 …
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What’s New & Noteworthy: August 2025 Newsletter
What’s New & Noteworthy: August 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 …
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