Just as you might schedule regular health checkups, your financial plan deserves the same attention. This year's midyear checkup is particularly important given the evolving economic landscape, potential changes to tax laws, and continued market volatility.
In this episode, Leisl L. Langevin, CFP® CDFA® breaks down how to do your own midyear financial checkup, and what to be particularly aware of for 2025.
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