If now is a good time to reengage with your financial plan, this checklist covers 40 of the most important planning issues to identify and consider during a financial plan meeting.
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Whether you are a novice or experienced investor, it is critical to review your investment portfolio as part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review can help you evaluate and confirm your strategy by ensuring alignment with your financial goals.
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This checklist covers many of the issues to consider during a recession or market correction. It addresses some strategies particularly useful when the valuations of the markets are low (such as Roth Conversions and gifting strategies) as well as strategies to mitigate the negative impact (cash flow becoming tight).
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HSA contribution rules seem pretty straightforward at first. However, the rules become complicated in years when there will be a change to coverage. Perhaps you are moving from individual to family coverage, or you are leaving your health plan, or are starting Medicare. It's at those times that the HSA contribution rules can become confusing.
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The end of the year provides a number of planning opportunities and issues to consider. Year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning
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