Summertime Checkup

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. Summer offers a natural midpoint in the year—making it an ideal time to pause, reflect, and reassess your financial goals. With the busyness of tax season behind you and the end-of-year rush still ahead, it's a great window to connect with a financial advisor. Whether you're thinking about retirement, investments, or major life changes, getting a second opinion can provide fresh perspective, help identify blind spots, and ensure your plan is still aligned with what matters most to you.

Here are some questions to ask yourself mid-year.

• Goals still the same this year? 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. I’m happy to discuss your financial picture at summertime or any time. Schedule a complimentary planning session with me to make sure you’re still on track—or to course correct before the year gets away from you. You can book a meeting with me directly, email me at drewriggle@rigglewealth.com, or call the office at 717-630-1001.