Amidst the scorching summer days, let’s take a moment to check your financial temperature.

Just as monitoring your body temperature can help detect disease or sickness, so can monitoring these 3 factors in your financial wellness:

  • Net income
  • Cash reserve
  • Revenue sources

Have any of these changed recently for you? If so, we can put a new strategy in place tailored to your distinct needs and goals.

With the seesawing economic conditions we’ve encountered over the past few years, it’s crucial to maintain a deep understanding of your financial health and wellness. Doing so helps you make informed decisions and positions your portfolio for success – however you’d like to measure it.

Read the articles below to explore what’s happening in the economy this week and how it relates to your finances. As always, please feel free to reach out to me with any questions or concerns. Together, we can navigate these hot markets and keep you cool, calm, and collected on the path to pursuing your long-term goals.

The Economic Fallout From Extreme Heat Will Rise Over Time

If You Find the Economy Confusing, Don’t Worry: It Is

Inherited IRAs Just Got New Rules. What You Need to Know.

As Inflation Goes Down, Soft Landing Odds Improve

9 Financial Housekeeping Items To Address This Summer

Click here to listen to the podcast: 32 Trillion in Debt