5 Step, Mid-Year Financial Check Up

The S&P 500 just completed the worst, first half of any year since 1970; it's been the 5th most volatile year for markets in the past 30 years. So now is a great time to get your "financial house" in order. And @John with @SecurusFinancial is recommending these 5 steps to @erinkennedy to make sure you're well positioned for the next six months, no matter what the market does.

  1. Check Your Beneficiary Designations

  2. Update Your Spending Plan

  3. Check Your Tax Filing

  4. Review Your Estate Plan

  5. Review Your Insurance Coverage

If you'd like to speak with John about creating a holistic financial plan, tailored to your unique goals and priorities, please reach out for a complimentary consultation by calling (858) 935-6210 or by visiting www.GoSecurus.com