From summer vacations to special holidays, oh how we love July. Leading off with a Fourth of July bang, it brings fun observances like National Ice Cream and Picnic month. Even better, it’s the ultimate month for BBQs and beach parties and there’s still plenty of summer ahead before the seasons change.
With the first half of the year in the rearview mirror, July is the perfect time to assess your financial situation. Reviewing your progress during the past six months lets us revisit the financial goals you set earlier in the year and focus on the major aspects of your financial picture. Here are a few things we’ll accomplish during your check-up:
The month named after Julius Caesar also brings Christmas in July, which is a good reminder to start stockpiling those holiday gifts now! Not only can you find the perfect gift for your loved ones with time to spare, but it also helps alleviate the year-end financial stress holidays can bring.
Taking the time to review your progress so far this year can help you feel confident about closing out 2021 successfully. Give us a call if you’d like to set up a mid-year review meeting or meet for the first time!
PLEASE NOTE: When you link to any of the websites displayed within this email, you are leaving this email and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided on these websites.