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Fall Finance Tips to Clear Up the Clutter

Summer’s over. The kids are back in school. Backyard BBQs are at an end and work seems to be ramping up.

It’s fall and while that means milder temperatures and Halloween costumes, it’s also a fantastic time to take a breath and get your finances in order.

Here are a few fall finance tips that can help you out!

Take Advantage of Open Enrollment Periods
The fall is time for open enrollment at many employers. Don’t let that period sneak up on you. Take some time to review your possibilities and talk to a professional if you need to. It’s never a good idea to blindly elect your potential options.

Take a Fresh Look at your Finances
You’re not the only person who has let their spending get a little liberal during the summer months. But, you can get control on your budget and finances before the holiday season arrives. Take some time to reevaluate your budget and see if there any changes that you can make.

Speaking of the Holidays
If you want to spend smarter this holiday season, there’s no better time than the fall to get your gift list together and start taking a look at some pre-Black Friday deals. Just make sure you don’t tell anyone where you hid the presents.

Take a look at your 401K or IRA Contributions
Are you on pace to meet your maximum contributions toward your retirement, based on your plan, this year? Don’t wait until the end of the year to figure that out. Finding out what pace you’re on now can allow you to possibly put a little more away to meet your maximum before December 31.

Get Ready for Summer
Wait a minute, didn’t we just say summer ended? Yep, but what better time than now to start putting money away for the best summer vacation of all time? By planning ahead, you can make that travel trip come true.

Fore more information on how we can help you meet your financial goals, please contact us.


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