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Keeping the summer financially sound

by on July 11, 2014

The summer months typically include vacation, a little time off from work, or hopefully some time to just relax.  You can use these moments to refuel and even travel a bit.  However, the summer can also lead to increased expenditures, and for many, a time when they prefer to “take a break” from their finances.  Here are some practical tips that can help you stay the course with your finances during the summertime:  1) utilize automatic bank drafts to invest regularly, 2) set up automatic bill pay to avoid late charges or missing bills, and 3) avoid making unnecessary impulse purchases.  It’s also a good time to review your semi-annual statements and call ahead to schedule a future appointment with your advisor or Certified Financial Planner™ to review your accounts after the break.

From → 2014

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