Mid-year financial check-in
Five recommendations to keep you on track.
As summer sets in, it’s tempting to shift to vacation mode – but it’s also an ideal time for a financial check-in. And with tax season wrapped up, you can focus on other areas of your finances. Start with these mid-year to-dos.
- Share big news. Meet with your trusted advisor to discuss major life changes that may affect your financial objectives and plans.
- Check your credit report. An annual review helps you detect and dispute errors in a timely manner.
- Update your estate plan. Check and revise beneficiaries as necessary, then discuss any changes with family members.
- Assess insurance needs. Ensure you have the proper coverage, especially if you’ve recently experienced major life events.
- Review your 529s. With college registration and tuition deadlines nearing, talk to your advisor about qualified expenses and payment plans for college-aged dependents.
