Summertime Checkup

John Wilson

John Wilson, MBA June 27th, 2022

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 any time. I’m happy to discuss what your financial picture looks like this summer.

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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. 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. Investment advisory services are offered through Concord Wealth Partners, an SEC Registered Investment Advisor.

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