Mid-Year Is a Good Time to Fine-Tune Your Finances

The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the foundation you need to begin moving forward.

Mid-year is an ideal time to do so, because the planning opportunities are potentially greater than if you waited until the end of the year.

This week, Craig Siminski, of CMS Retirement Income Planning, shares an article helping us revisit financial resolutions and consider steps that may help develop a stronger financial position:

Renew Your Resolutions

At the beginning of the year, you may have vowed to change your financial situation, perhaps by saving more, spending less, or reducing your debt.

Are these resolutions still important to you? If your income, expenses, and life circumstances have changed since then, you may need to rethink your priorities.  While it may be difficult to look at your finances during turbulent times, review financial statements and account balances to determine whether you need to …

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Craig Siminski is a CERTIFIED FINANCIAL PLANNER™ professional, with more than 22 years of experience. His goal is to provide families, business owners, and their employees with assistance in building their financial freedom.

Please let Craig know that the Green Bay News Network Sent You!