Strive Toward Success This Summer

Goal Planning

Strive Toward Success This Summer

Take some time this summer to review your financial progress, set new goals and tie up loose ends.

June 26, 2018

Several financial deadlines are now behind you. Take a breath, and then take some time this summer to review your progress, set new goals and tie up loose ends. Tally up any recent life changes that may affect your estate plan – adjusting it as necessary – and evaluate your benefits and insurance.

Summer 2018 Market Closures

Wednesday, July 4: Independence Day
Monday, September 3: Labor Day

Planning To-Do's

Register with SSA.gov: Check your earnings history for accuracy and review your expected benefits through this site. If you’re close to retirement age, discuss with your advisor when and how you should file to maximize your benefits.

Enhance your estate plan: Check the beneficiaries of your IRAs, insurance policies, trusts and any other accounts, and update information that is no longer relevant. Ensure your plan protects you and your family in the case of an unexpected event.

Review insurance needs: Periodically review and update coverage to ensure proper protection.

Address life changes: Speak with your advisor about major life changes you’ve experienced and how your financial plan could be affected. These changes include marriages, births, deaths, divorces, a sudden windfall and more.

Download the complete checklist below and talk to your advisor to make sure you don't miss any important financial planning dates this summer.

A-Plan-for-All-Seasons-Summer
A Plan for All Seasons: Summer 2018

Raymond James financial advisors do not render legal or tax advice. Please consult a qualified professional regarding legal or tax advice.



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