Summertime Checkup

Mary Schulz |

Summer is here, and the time is right for vacations, outdoor activities, and fun! It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year:

*Goals still the same for 2022? Has market volatility affected your goals? How and why?  Note any changes since the first of the year that may warrant reviewing your goals.

*Credit score looking good? Double-check your credit score for any red flags. This can be a good way to catch issues like identity theft early. Also, with interest rates on the rise, maintain a great score can help earn better rates in the event you do need to take out a loan.

*Contributions on track? Consider increasing your contributions to any personal or workplace-sponsored savings plans if it suits your goals. When the markets are down, that means it’s a good opportunity to buy while things are on sale.

*Scheduled spending still make sense? Look at any impacts you've felt due to market volatility. Do your plans for the rest of the year align with reality? Would you feel better if you canceled a big purchase and kept more cash in reserves?

If these tips have you thinking, please feel free to reach out. I’m happy to discuss your financial picture at summertime or any time.




Mary Schulz


Mary may be reached at (520) 495-2800 or


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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

This material was prepared by MarketingPro, Inc. for use by Mary Schulz