Three Smart Money Moves to Make This Fall

Now’s a great time to check in on investments, budgets and tax plans to make sure everything is on track for the rest of the year.

Fall leaves in lots of reds and oranges surrounding a lake.
(Image credit: Getty Images)

It’s hard to believe that we’re heading toward fall already. Most of us have spent the summer unwinding and relaxing, so now it’s time to check in on our finances and set ourselves up for success for the rest of the year. But where should you start? I have three important moves you should include in your autumn checkup.

1. Revisit your investments

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Tony Drake, CFP®, Investment Advisor Representative
Founder & CEO, Drake and Associates

Tony Drake is a CERTIFIED FINANCIAL PLANNER™ and the founder and CEO of Drake & Associates in Waukesha, Wis. Tony is an Investment Adviser Representative and has helped clients prepare for retirement for more than a decade. He hosts The Retirement Ready Radio Show on WTMJ Radio each week and is featured regularly on TV stations in Milwaukee. Tony is passionate about building strong relationships with his clients so he can help them build a strong plan for their retirement.