As summer sets in, it’s tempting to shift to vacation mode – but it’s also an ideal time for a financial check-in. And with tax season wrapped up, you can focus on other areas of your finances. Start with these mid-year to-dos.
- Share big news. Meet with your trusted advisor to discuss major life changes that may affect your financial objectives and plans.
- Check your credit report. An annual review helps you detect and dispute errors in a timely manner.
- Update your estate plan. Check and revise beneficiaries as necessary, then discuss any changes with family members.
- Assess insurance needs. Ensure you have the proper coverage, especially if you’ve recently experienced major life events.
- Review your 529s. With college registration and tuition deadlines nearing, talk to your advisor about qualified expenses and payment plans for college-aged dependents.
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Our Summer 2026 Living Well Newsletter is Out!
In the Summer 2026 edition of Living Well, you’ll find insights designed to help you navigate the future with confidence while making the most of life’s meaningful moments today.
