Mid-year Financial Review Offer

The middle of each calendar year marks an excellent time to review the health of your current financial plan. Life events, taxes and market conditions can all dramatically affect your financial security. A review of your personal finances is a wise investment in your financial well-being.

Think about your personal situation over the past six months. How has it changed? Has there been a marriage, a new baby, divorce, changes in wages, capital gain transactions, refinancing of a mortgage, or the sale or purchase of a home?

If you’re like most people, you think about your taxes twice a year – at the end of the year and right before the April 15 deadline. But if you want to get the most out of your investments and your financial plan, you should evaluate your tax situation again at mid-year.

Similarly, your retirement contributions and other investments are affecting the future of your financial goals as we speak. Now is the time to look at your investments to determine whether market movements may be an indicator that it’s time to increase your contributions or reallocate your dollars.

All of these life events should prompt you to consult with a financial advisor, before the fact, to ensure you are prepared for any changes or to take advantage of the tax implications these changes might bring. A mid-year review can help bring your overall financial goals into focus. Taking the time to periodically monitor, and if necessary alter, your plans will leave you in a better position to build financial security.

From now until August 15, 2018 we are offering our Mid-Year Financial Checkup for only $99.

Call us at 973-771-5120 to schedule your mid-year checkup, and we’ll mail you a copy of our informative brochure, “Is Your Financial Plan on Target?” I look forward to hearing from you soon.



Although information herein has been obtained from sources deemed reliable, its accuracy and completeness are not asserted. All opinions and estimates included in this report constitute the judgment of the financial advisor as of the dates indicated and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.

 Investing involves risk and you may incur a profit or a loss. Diversification does not ensure a profit or ensure against a loss. There is no assurance that any investment strategy will be successful.  Past performance is no assurance of future results.

 Please consider the charges, risks, expenses and investment objectives carefully before investing. Please see a prospectus containing this and other information. Read it carefully before you invest or send money.

 Information provided should not be construed as legal or tax advice.  You should discuss any tax or legal matter with the appropriate professional.

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