If you find yourself with some extra time this summer, don’t forget to practice some financial self-care. This might begin with a visit to your financial advisor for a mid-year checkup meeting. This can even be done by phone from your beach chair! How are you feeling about market volatility? Have there been any changes in your life or lifestyle that might potentially impact your finances? Do you have any concerns? Together with your financial advisor, you might review your portfolio and how it has been working toward your goals and objectives and whether changes might be necessary. The agenda is yours. Making an appointment may help you to work toward a bright financial future ahead; take the time to invest in yourself.
This information is provided for educational purposes only.
Seek professional advice before taking any action in regard to your finances.