Back to School, Back to Reality
Audio Version: Let Me Hear It!
For many of us, summer is a holiday season. The warm sun just seems to beckon us away from our normal routines. We spend more time with the kids, take vacations and maybe even leave the office early to soak up the last bit of daylight. Justifiably, we also tend to shorten our to-do lists, putting certain life-admin tasks on hold during the summer months. Annual check-ups can wait until fall. Organizing important documents can wait until fall. Meeting with your financial advisor can wait until fall…
Because summer is slowly coming to an end and the kiddos are headed back to school, we want to give you a gentle nudge to get back into the swing of things. Start with making an appointment with your financial advisor. If you haven’t met this year, call your advisor to schedule a review. Make it a point to get in before we start putting things off again for the real holiday season!