In the last few days, many of our clients have called or emailed worried about the recent market decline. While we don't have a crystal ball, we do have some experience in dealing with market downturns.
This Checklist is really helpful for navigating a recession or market correction.
It includes strategies that are especially useful when market valuations are low, like Roth conversions and gifting strategies. Plus, it offers ways to handle tighter cash flow.
By focusing on these strategies, you can steer the conversation away from concerns about the future and towards opportunities to make the most of the current market conditions.
