It is the 4th of July weekend – that time of the year when we celebrate what makes America so great. Many of us will be doing barbeques, some beach time perhaps, spend a day at the ballpark or just some rest and relaxation while creating some precious memories with family and friends.
It is also that time when we reach the halfway point of the year. Time to reassess the New Year’s resolutions we’ve made early on. Are the financial goals you set early in the year still working for you? What about your investment portfolios? Is it time to recalibrate and make changes to the investment allocations in your 401Ks and IRAs and other financial assets?
There are a lot to think about and plan for to ensure your financial security and the goals that you’ve set are still in place. And a mid-year review at this time is never a bad idea.
Have fun and have a great Independence Day weekend!