Summertime Checkup

Summertime Checkup

June 16, 2022
Share |

Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year.

  • Goals still the same for 2022? Has market volatility affected your goals? Note any changes since the first of the year that may warrant reviewing your goals.
  • Credit score looking good? Double-check your credit score for any red flags. This can be a good way to catch issues like identity theft early.
  • Contributions on track? Consider increasing your contributions to any personal or workplace-sponsored savings plans if it suits your goals.
  • Scheduled spending still make sense? Look at any impacts you've felt due to market volatility. Do your plans for the rest of the year align with reality?

If these tips have you thinking, please feel free to reach out. We are happy to discuss your financial picture at summertime or any time.

Need to talk about your finacial plan? Schedule a free Finanancial Planning Meeting with one of our experienced advisors:

Schedule an Appointment

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk, and the return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Past performance does not guarantee future results.The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Photo by Kaizen Nguyễn on Unsplash