Episode Details

In this episode, Tim Stearns shares a set of mid-year financial check-in tips to help listeners see where they stand before the year winds down. He covers reviewing budgets and spending patterns, checking progress on savings and retirement contributions, and looking at tax withholding or estimated payments to avoid surprises in the spring. The episode also touches on reassessing investment allocations after the first half of the year's market moves. It's meant as a practical mid-year checkpoint rather than a full financial overhaul. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.