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Are you ready to check in?



It's always a good idea to check in on your finances throughout the year. A halfway point is a great time to review your goals and check in on progress. Here are six ways you can check in today:

  1. Check your credit profile. The majority of your financial goals most likely depend on good credit. Check in and see what changes you can make to improve (or sustain!) your credit score for the rest of the year.

  2. Check your emergency fund. Has it grown? Have you had to dip into it? Do you have a plan to continue to save? Check in and make sure it allows you at least 6 months of living with your current expenses.

  3. Check your retirement fund. You'll want to ask the same questions here: Has it grown? Do you have a plan to continue to save? Are you maxing out any employer contributions?

  4. Check on your level of debt. Car loans, house loans, school loans, and credit card debt all add up. Check in and make sure you have a plan to pay them off. Typically, you want to payoff those with the highest interest rates first so that you can get ahead before they get too large!

  5. Check your tax pulse.

  6. Evaluate your financial goals! It's a good time to evaluate your goals and see how you're progressing. Make it happen--you have six more months!

Want some help with your mid-year check in? Let's do it! Reach out and let's get started.


Mid year financial check in Ultimate Financial Boutique
Mid year financial check in Ultimate Financial Boutique

Mid year financial check in Ultimate Financial Boutique




Mid year financial check in



Mid year financial check in
















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