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K&K Financial Strategy - Coggle Diagram
K&K Financial Strategy
Plan
NewRetirement Completion
Empower Budget (replace Quicken)
Define Virtual Time Horizon Buckets
Define Banking / Cash Management
Estate Strategy - decide which Doc's to update
Action
Roth Conversion
Invest Part of Cash Holdings
Consolidate Assets Across All Accounts
Define Virtual Portfolios around Bucket Strategies
Move Banking
Switch SECU checking Automatic Payments to new checking acct
Duke Energy
Capital One CC
Chase Prime CC
Target CC
Tjmaxx CC
Leave SECU checking/MM for min 2 billing Cycles
Set up Wealthfront Cash acct
Set up new Estate Docs and Funding
Move HNI Fidelity IRA to Self Manage
Monitor
ROI for Different Portfolios
SSI Mods in Future
Inflation
Tax Law Mods in Future
K&K Spending