Broker Check

Back to School & Back to Your Financial Routine

August 09, 2016

That time has arrived again where so many of us are sending our children back to school, and others of us are remembering the mixed feeling of excitement and dread as the sound of the school bell loom in our ears. While for parents of young children, school brings the familiar order of having a routine, those of us with an empty nest look back at those memories with fondness and thankfulness for coffee!

While your "school year" restarts, I encourage you to take a look at your routine and start thinking through what kind of order your finances are in. Have you reviewed your beneficiaries lately? Are you maximizing your contributions to your 401(k) or IRAs? It's a great time to sit down and discuss these items, as well as a few others. If you don't have someone you can talk to about this, feel free to give me a call at 217.971.1256 to set an appointment!