In case you havenāt noticed, the first day of summer just passed. Donāt feel bad if you missed it because it seems to be getting harder to tell when spring ends and summer begins. A change of seasons is a great reminder to check things in your life like your air conditioning system. Youād hate to forego a routine servicing of your system and have it break down when the triple digits hit mid-summer. While there are a number of things in your life to check-up on this summer, donāt forget about something as important as your finances and retirement portfolio.
The weather used to be a reliable indicator of the change of seasons, but with the higher temperatures, it feels like summer starts a lot earlier. But hey, you donāt hear us complaining! As summer hits and the seasons change, we recommend putting your finances on a list of things to be paid attention to throughout the year. If youāre not good at setting regular dates, you can use the change of seasons as a helpful reminder. With all the worldly changes, itās a good idea to make sure youāre still on your intended portfolio path. If youāre not sure how the news could be affecting your portfolio, maybe itās time to get a second opinion.
We offer complimentary, no obligation second opinion reviews to help people sort through all the noise in our world, and to help keep you on track. Itās also a great time to ask questions and learn about new investment options you may not be aware of. Weāll learn your life goals and combine them with your unique financial situation to create a customized retirement plan that carries you through your ideal ā30+ year vacation.ā
To learn more about our firm and the different retirement solutions we can offer that can help accomplish your goals, CLICK HERE. And, donāt forget to set aside some time to check both your air conditioning and your portfolio. Theyāll both help keep you out of the heat if theyāre running properly.