Summer’s Here—Is Your Financial Plan on Track?
Warm weather, longer days, and vacation plans are all part of the summer season. But it’s also a great time to pause and take stock of your financial health. Mid-year check-ins can help ensure you’re on the right path before the year slips away. Here are a few smart questions to ask yourself:
Have your goals changed?
It’s always a good idea to review your credit report for accuracy and watch for signs of identity theft. A strong credit score is a key part of your overall financial picture.
How’s your credit score?
Our team can help you understand how disability insurance fits into your overall financial plan and guide you toward options that offer real security for life’s unknowns. Contact us today to get started.
Are your contributions on track?
Whether it’s a retirement account, emergency fund, or other savings goal, now’s a good time to evaluate your contributions. Could you increase them, even a little?
Does your spending still align with your plan?
If recent market activity or personal expenses have impacted your cash flow, consider whether your budget and spending plans for the rest of the year still make sense.
If any of these questions gave you pause, our team would be happy to talk through them with you. Let’s ensure your financial plan keeps pace with your life, summer, and beyond.