Financial Planning Checklist: What to Consider During a Recession

In today’s economy, there’s no way to get around the topic of a recession. While a recession isn’t inevitable, there are some steps you can take to be prepared should we enter one.

This checklist addresses strategies that are particularly useful when the valuations of the markets are low, such as Roth conversions and gifting strategies. It also covers strategies to mitigate the negative impact.

Recessions and market corrections are scary, but with some planning, you’ll weather one more effectively.