Broker Check
Summertime Checkup

Summertime Checkup

June 21, 2022
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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 to me at 781-245-5500 or via email at drodrigues@ceteraadvisors.com. 

I’m happy to discuss your financial picture at summertime or any time!