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5 Things You MUST Do, For Your Summer Financial Checkup

Retirement Funding Insights

Summertime is the official halfway point in the year. And while some of us may want to fast forward to the end of 2020, it's an important time of year to give yourself a quick mid-year check-in. Here are our tips for conducting your own financial checkup. You don’t want to wait until the year is over and while looking back, realize you missed your goals. If needed, make the adjustments now to get back on track for the year end.

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  1. https://www.guidevine.com/newsroom.money-on-the-mind-infographic/
  2. https://www.iii.org/insuranceindustryblog/how-many-homeowners-have-a-home-inventory/
  3. https://www.debt.org/faqs/americans-in-debt/demographics/
  4. https://www.cfp.net/news/2019/05/new-research-confirms-americans-are-not-prepared-for-retirement