Summer is now upon us.  It is a time when many are planning vacations with family and friends.  It is also a good time to reflect on the plans and goals you set at the beginning of the year and measure how you are performing against those plans.

• Review your financial goals. Has anything changed?

• • Are your expenses on budget?
    • Will this vacation eat into your emergency fund?
  • Any Insurance changes…beneficiaries, coverage’s?
  • Wills and Trusts updated?
  • Any Healthcare changes…are you contributing to your HSA?
  • Are you on track to hit your retirement contributions for the current year?
    • Do you need to re balance any investments based on market performance?
  • Are you saving for your child’s education in an ESA or 529 plan?

• Review important paperwork
  • Organize your tax files mid-year so the task is not over-bearing when it is time to file.
  • Is your Legacy File up to date? Do you have a Legacy File?
    • Do you want to know what should be included in the file?

Check out the article on our web-page!

• It’s worth it
  • While this might sound like a lot of “busy work”, a mid-year review is well worth your effort. When you consider the hard work you have invested up to this point to build and safeguard your assets, and to protect your loved ones; you can’t afford not to review and keep your plans up to date.

Need help pulling your complete plan together?  Reach out.  We’re here to help!