Financial Planning Library

9 Financial Housekeeping Items to Address This Summer

Written by Barry Investment Advisors | Jul 19, 2023 6:39:00 PM

Summer is a great time to assess your financial goals and ensure you are on track. Now that we are over halfway through the year, take some time to check in on the status of your finances. Read the article below to learn about the nine financial housekeeping items that you should address this summer.