As we reach the halfway mark of the year, June is the perfect time to hit “pause” and reflect on your financial journey. A mid-year check-in allows you to evaluate progress, make necessary adjustments, and ensure you're still on track to meet your 2025 financial goals. Whether you're saving for retirement, a home, or just trying to manage your budget better, these three actions can help realign your financial strategy.

Retirement isn’t just about having “enough”, it’s about making sure your money can handle what’s next. Market drops, inflation spikes, and longer lifespans can all strain even well-built plans. That’s why stress testing matters.

Summer is just around the corner, and with it comes the excitement of vacations, BBQs, festivals, and family fun. But without a solid...