5 Financial Wellness Tips for Back-to-School season

Episode 29

 

The back-to-school season is a great time to do a check-up and re-assessment of your own financial condition... whether or not you actually have kids or grandchildren headed to school.  In this episode, we walk through 5 quick tips to accomplish some mid-year housekeeping.

1.) Check-up on education savings for kids and grandkids.

2.) Take stock of your personal savings accounts and rates.

3.) Do an overall rebalance of your investment accounts.

4.) Check-up on debt, rates, and assess if payoffs make sense.

5.) Begin tax planning for 2024.

 

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