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Your 6-month financial review

We’re nearing the end of June, which is a good time for a mid-year financial review.

How are you doing against the financial priorities you set for yourself? In January, we provided our annual financial planning checklist to make it easy to assess.

Now is a good opportunity to review your financial tasks and deadlines to keep you on track to meet your annual financial goals. Many people find the summer is a time to tackle more reflective tasks, have conversations with family members and set yourself up to finish the year strong.

View checklist here or download PDF here.