Memorial Day weekend is upon us, so that means summer is officially in full swing. Whatever you have planned, whether a beach vacation or enjoying your deck at home, don’t let the laid back days of summer make you neglect your money and financial goals. Take an evening soon to go over these money to-dos we’ve put together to help keep you on track.
With the last day of school nearly upon us and the kiddos about to be out for the summer, I’m noticing that, for the first time in a couple of years, other parents are starting to ask each other about summer vacation plans. After the travel hiatus most of us took due to Covid and with the current economic climate, it’s exciting to talk about upcoming adventures and escapes from the daily grind.
When it comes to the topic of gift giving, moms are always the best, am I right? If you’re a male reading this and thinking Dave, what are you talking about? I give great gifts! Turn to your closest female friend or family member and ask what birthdays, holidays or special occasions are coming up. You’ll be surprised that there’s a whole separate calendar of all of these dates, unbeknownst to men – that only women have the ability to keep track of, often only in their heads.
*Representatives are licensed to offer insurance and annuity products in AL, AR, CO, FL, GA, IN, KY, MA, MD, MI, MO, MS, NC, NH, OH, PA, SC, TN, TX, WV, VA, and WA and are licensed to offer investment products in AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NH, NM, NV, NY, OH, PA, SC, TN, TX, UT, WA, Washington DC and WV. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through The O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor.