A Financial Checklist as Summer Starts to Fade

Key questions to ask to strengthen your financial planning before year-end

As the warm days of summer begin to fade and the routine of fall approaches, it’s the perfect time for pre-retirees to revisit their financial plans. Whether you’re planning to retire in a few years or a decade, conducting a comprehensive review now can prevent last-minute surprises and ensure you’re on track to achieve your retirement goals. This transitional season offers an ideal opportunity to meet with your financial advisor, reassess your portfolio, and make any necessary adjustments before the end of the year.