As we move through August, it’s a good time to check on your financial goals, plan for fall expenses and get ahead of year-end to-do’s. I’ve included a few quick updates and reminders below. As always, feel free to reach out with any questions.
Key Dates
- All month: Back-to-school sales ramp up in many states
- All month: National “Make-A-Will” Month
- August 1-7: National Simplify Your Life Week
- August 21: Senior Citizens Day
- August 26: Women’s Equality Day
National Make-A-Will Month
August is National Make a Will Month, a good reminder to create or update your will. Only 25% of adults ages 25-54 have one in place, according to Caring.com. Many people think they don’t have enough assets or just haven’t gotten around to it.
A will helps ensure your wishes are followed, avoids court delays and names guardians for kids. If you’d like help reviewing your plan or connecting with a trusted attorney, let’s talk.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Market Insights
Markets may react to headlines like inflation data or global events, but short-term swings don’t always mean long-term shifts. I’m watching the trends and will be in touch if your plan needs any updates.
Below is a snapshot of how key indices have performed over the past year. Remember, past performance is not indicative of future performance. Source: nasdaq.com and yahoo.finance.com
*As a reminder, past performance on any investments or the stock market are not indicative of future performance.
If you have questions, reach out anytime. I’m here to help.
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The opinions expressed and the materials provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Past performance is not an indicator of future results. 7863589RG_Apr27
I’m here to help with any financial questions you might have. Please don’t hesitate to reach out or book an appointment at your convenience.