Is it time for a financial check-up?

Most of us take the time to schedule our regular or annual doctor check-ups or take our vehicles for regular service appointments.  But, what about your finances?  Summer is the perfect time to review what has happened year to date for your personal or business taxes, evaluate changes coming up, determine if your withholdings or quarterly estimates are enough (or too much), and have the time to address these items before the close of the year.  Hand in hand with taxes are the other financial areas to look at:

  • Are you saving for retirement?  Are you making the best choices for your tax situation?  
  • Do you have an existing 529 plan for your child?  If so, are you paying attention to the returns you are earning?  Do you need to reallocate within your account based on poor financial performance?
  • Are you and your family protected with life insurance?  If so, what type do you currently own?  Just in the past few years, there are some great products that have been developed that will protect you and your family by providing death as well as living benefits, such as long-term care.
  • Do you have goals/dreams you want to achieve?  Retire early?  Travel? Be debt free?

Now is the perfect time to schedule your free financial check-up with us!  We look forward to serving you and the needs of your family and businesses.

Happy summer!