Broker Check
Summertime Checkup

Summertime Checkup

June 23, 2022
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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. I’m happy to discuss your financial picture at summertime or any time.

The market indexes discussed are unmanaged and generally considered representative of their respective markets. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results. 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.