Is Now the Time for a Financial Planning Tune Up? The bottom line is that injuries are usually just temporary setbacks and just like your life never stands still, neither do the financial markets. So now is a great time to take a few minutes and determine whether you need to re-evaluate any of the things that can impact your financial plan to make sure it is still aligned with your current goals. For a further look, download the printed version, “How to Keep Pace with Change-A financial planning checklist.”
If you have any questions, please do not hesitate to contact any of our Trusted Financial Advisors. We look forward to speaking to you soon.
President and Chief Investment Strategist