Day: July 18, 2025

Summer Financial Checkup

A Summer Financial Checkup: Your Mid-Year Review

Summer Vibes – All we want to do is hang out at the beach, visit with family and spend a ton of time outside. But it’s also the perfect time to complete a midyear financial review.

This post details, some of the items that will benefit greatly from the midyear check. We also include new free resources (downloads) that will help you on your journey.

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