Prioritizing Mid-Year Financial Check-In

Reported about 1 year ago

With two quarters completed in 2024 and the upcoming earnings season approaching, Rachelle Akuffo shares tips on conducting a mid-year financial check-in. She advises reviewing your budget to adjust for overspending or underspending, ensuring financial goals are SMART, checking and replenishing the emergency fund, reassessing debt repayment strategies, and reviewing investment portfolios to align with long-term goals and risk tolerance. Seeking advice from professional financial advisors and other reputable sources is also recommended.

Source: YAHOO

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