by Brandon Miller on Jul 13, 2022
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. We are happy to discuss your financial picture at summertime or any time.
Brio Financial Group is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Brio Financial Group and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place.