THE REUNION OF THE SUMMER

Andrew S. PerriJuly 07, 2022

“Hi, it’s your friends and family, in person, not on screen. Remember us?” Regardless of the chaos facing air travel customers this summer, it is the first time in years that in-person reunions are possible with fewer restrictions.

I hope you are planning to reunite with family and friends this summer. Something else you may need to reunite with is your financial goals. As you catch up with those closest to you, take the time to talk with them about your future plans. Especially with family, discuss the financial legacy you want to leave behind. You may get some great ideas and inspiration.

Especially in these complex and uncertain economic times; it’s particularly important to refocus on your goals and strategies. The articles below have some valuable information and advice on how to do that. As always, I am here to support you as well.

Where Does the Market Go From Here? Seven Wall Street Strategists Weigh In

5 Rules to Improve Your Financial Health

New Rules for Rollover Retirement Accounts Are Here

Pay Down Your Credit Card Balances, and Other Tips for a Slowing Economy

Should My Investing Strategy Change During A Bear Market

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