Next Up Financial Planning

10/13/2023

📣 ANNOUNCEMENT!! 📣

The Social Security Administration (SSA) released information regarding the 2024 cost-of-living adjustment (COLA). Swipe to get the details ➡️

Have questions or concerns as you prepare for the new year? Reach out anytime via phone or email. We're here to ensure you're in the know about Social Security benefits and your broader financial picture!

10/02/2023

Is there something this October that has you preoccupied, anxious, or discouraged? Here are a few words of encouragement: don’t give up.

As one of our nation’s most brilliant and determined inventors once said:

“Our greatest weakness lies in giving up. The most certain way to succeed is always to try just one more time.” - Thomas Edison

If you know others who could be helped by this message, share this post!

02/13/2023

Next Up Financial’s 1st Annual Galentine’s Day Pickleball Challenge!

FireRock & Windgate Ladies Round Robin

So much fun celebrating with this great group of ladies!

Pickleball, Prizes, Cupcakes & Prosecco! Can’t wait to do it again next year!

02/06/2023

Did you know that you can make a $ for $ tax CREDIT donation to help fund the private school tuition for Arizona students? This is not a deduction, this is a credit, which essentially redirects your state tax dollars directly to a child and/or private school.

Read more here in my latest blog

The Arizona Private Education Tax Credit, is a program that provides tax credits to individuals and businesses who make a contribution to a qualifying School Tuition Organization (STO). This tax credit allows individuals and businesses to receive a credit on their state taxes, which reduces the amou

06/28/2022

Investment Management for 401(k) and 403(b) Accounts -

06/28/2022

https://www.dimensional.com/us-en/insights/so-whats-your-plan-for-the-bear-market

If you’re stressed out about what is happening right now in the stock market, Executive Chairman David Booth says there is a better way to invest.

04/16/2021

Want to know how you can save hundreds of thousands of dollars in 401(k) fees over your lifetime?

This is "401(k) Hidden Fees" by Brightscape on Vimeo, the home for high quality videos and the people who love them.

04/14/2021

Thank you to The Hope Packed Project for sharing!

Happy Hopeiness Wednesday!!! Today’s Hopeiness is shared by Amanda Wray founder of Next Up Financial Planning

Amanda writes:

The English theologian and historian Thomas Fuller once said 'the darkest hour is just before the dawn.’ The quote has so much personal meaning to me, in fact my younger child’s middle name is Dawn in honor of this quote. It’s so relevant today as we have experienced so much darkness with COVID-19 pandemic and the overall unrest in our country. I do believe that trying times cause a powerful shift towards a better tomorrow.

In my business, I often meet people during their darkest hour, be it the death of a spouse, a divorce, or a financial setback. The darkness can give us hope with the dawn of a new day. I’m always inspired by the strength and hope of my clients going through dark times. It’s incredibily rewarding to be able to help shine a light on the their path out of the darkness.

Thank you for sharing this reminder, Amanda. The reminder that today is a new day and a new beginning to something great. How do you choose to make it a great for yourself and others?

04/13/2021

Did anyone predict that the S&P 500 would be up more than 50% than where it was 12 months ago? This last year emphasizes the importance of having a financial plan before a crisis strikes. What most people don't know is that a good financial advisor will actually plan for market corrections to occur once or twice every ten years. As a Behavioral Financial Advisor, it is my job to help clients avoid the temptation of making emotional decisions based on fear. If market anxiety keeps you up at night, it might be time to talk to a financial advisor and make a plan.

The best way to deal with uncertainty is to plan for it. If you don’t already have a plan that includes crises among the range of possible outcomes, it’s never too late to create one.

03/15/2021

Curious how the next round of stimulus checks will impact you?

Many Americans will be receiving third stimulus checks soon. Discover if you're eligible and get your biggest questions answered in this in-depth guide.

02/16/2021

I had a lot of questions about GameStop and the WallStreetBets Reddit forum last week. I described it as playing catch with a knife...someone is going to catch the blade on the inevitable descent.

"For every individual who got in and out of a hot stock at the right time, there’s another who bought or sold at the wrong time. If you treat the market like a casino, not only do you have to pick the right stock, but also the right moment."

Successful investors know that Time in the Market is always better than Timing the Market. Having a well-balanced portfolio with the appropriate risk tolerance and a regular savings plan is essential.

If the GameStop excitement piqued your interest in investing, but you don't want to play catch with knives, Next Up can help!

Schedule a complimentary call to chat https://calendly.com/amandawray/30min?back=1&month=2021-02

12/16/2020

If you've voluntarily or involuntarily separated from your employer, or your company has been sold, and have a 401(k), you have an important decision to make about where you move those funds. Find out how you can reduce your fees and expand your investment options.

https://www.nextupfinancial.com/blog/shouldirollmy401ktomynewemployer