Ready for a Financial Check-In? Now’s the Time to Get Back on Track

Here are five key things to check off your list to improve your financial health. Do it now to finish the year strong.

A selection of many piggy banks in different sizes, shapes and colors.
(Image credit: Getty Images)

August is National Wellness Month, and while many think to focus on implementing self-care or health routines, don’t forget that financial health is a crucial part of wellness, too!

This month is a great opportunity to revisit goals before the demands of busy fall schedules and the craziness of the holiday season. Summertime is also a good time to get organized before the kids start the school year.

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Disclaimer

Halbert Hargrove Global Advisors LLC (“HH”) is an SEC registered investment adviser located in Long Beach, California. Registration does not imply a certain level of skill or training. Additional information about HH, including our registration status, fees and services can be found at www.halberthargrove.com. This blog is provided for informational purposes only and should not be construed as personalized investment advice. It should not be construed as a solicitation to offer personal securities transactions or provide personalized investment advice. The information provided does not constitute any legal, tax or accounting advice. We recommend that you seek the advice of a qualified attorney and accountant. All opinions or views reflect the judgment of the author as of the publication date and are subject to change without notice. All information presented herein is considered to be accurate at the time of writing, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted.

Disclaimer

This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Julia Pham, CFP®, AIF®, CDFA®
Wealth Adviser, Halbert Hargrove

Julia Pham joined Halbert Hargrove as a Wealth Adviser in 2015. Her role includes encouraging HH clients to explore and fine-tune their aspirations — and working with them to create a road map to attain the goals that matter to them. Julia has worked in financial services since 2007. Julia earned a Bachelor of Arts degree cum laude in Economics and Sociology, and an MBA, both from the University of California at Irvine.