FREE CHECKLIST

You may be moving out of state, or recently moved between states. In addition to the logistical challenges and the stress of relocation, this transition can present a variety of financial issues. It’s important to identify and weigh options and strategies, in order to ensure that your financial well-being is protected.

The Upleft Financial Waypoint Series exists to help you work through financial life events.

In this checklist, we cover a number of key considerations that may remain relevant months and even years after a move, including:

• Cash flow issues

• Establishing domicile

• Tax considerations

• Health care matters