Ken Tumolo and Nick Tumolo explain why summer is a great time for a mid-year checkup with your financial advisor. It's a more relaxed time of year and allows for a thorough review of your financial situation. It's also a chance to plan for the end of the year and make any necessary adjustments.

To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com

Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement planning needs. With decades of financial planning experience, Ken and Nick offer tax recommendations, estate planning advice, Social Security maximization, wealth management, retirement income planning and much more.

Ken Tumolo and Nick Tumolo explain why summer is a great time for a mid-year checkup with your financial advisor. It's a more relaxed time of year and allows for a thorough review of your financial situation. It's also a chance to plan for the end of the year and make any necessary adjustments.
To schedule a Tumolo Financial Retirement Checkup visit <a href="https://tumolofinancial.com/">TumoloFinancial.com</a>
Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement planning needs. With decades of financial planning experience, Ken and Nick offer tax recommendations, estate planning advice, Social Security maximization, wealth management, retirement income planning and much more.

Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.

Tumolo Financial Radio

Summary  Summer is a great time for a mid-year checkup with your financial advisor. It's a more relaxed time of year and allows for a thorough review of your financial situation. The market tends to cool off in the summer, making it a good time to reposition portfolios. It's also a chance to plan for the end of the year and make any necessary adjustments. Retirement planning is a key focus, helping clients feel more comfortable with retiring and ensuring they are on track. Overall, the summer checkup is an opportunity to assess and improve your financial picture.

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