Planning Items During a Recession

Financial Planning Items to Consider During a Recession

This checklist is designed to bring your attention to potential financial planning opportunities that might have a positive impact on your financial plan that are especially relevant during a time when your investments and assets may be valued less because of financial market volatility or economic recessions.

This PDF is not a list of investment guidelines are financial market considerations about staying invested through market cycles or having a long-term perspective. It will provide planning items to consider with your advisor and CPA.

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Job Loss

What should you consider if you lose your job?

The checklist below serves as a easy reminder for important items to consider if you have recently lost your job or are concerned that a patch of unemployment may be around the corner.

The topics to consider include unemployment benefits, emergency reserves, your 401(k) account and potential binding agreements with your employer.

Download your checklist to review your action items...