Summertime Checkup

Summer’s here, and the time is right for vacations, outdoor activities, and fun. Don't forget the SPF!

It’s also a good time to consider a few financial matters. 

With the markets in an unpredictable period, it’s important to remember that just like seasons change, so too does the financial system.

Now is a great time to connect with your Riggle Wealth Group financial advisor. We'll prepare a summertime checkup and help you navigate the mid-year questions that will set you up for a great second half of the year. 

Here are some questions we'll navigate together: 

• 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?

Even as we focus on your long-term investment strategy, we’re always here to help you navigate the present. Contact the office anytime to discuss your financial roadmap, and perhaps the roadmap for your summer adventures!

Summer always welcomes in new experiences and new faces, so if any of your friends or family could use some financial guidance, pass along this sunny message. We’re glad to help more people work towards making their futures an endless vacation.