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 this year? Has life impacted your goals? Note any life event or changes since the first of the year that may warrant reviewing your financial 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 any time. If you would like to discuss any of these mid-year questions, let's have a quick chat! Schedule a time with Roxanne - CLICK HERE | 
