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July is the perfect time to review your financial statements to see if your investments are on track to reach your goals. A mid year review makes a lot of sense especially in light of the recent volatility in almost every market. All of your June statements should have arrived by now so set aside an hour in the comfort of air conditioning with a nice tall glass of iced tea and make this happen.
The good news is that if you are invested in the stock markets your investments will have almost certainly risen since year end 2008. While updating your net worth spreadsheet is a catalyst for feeling in control of your money the fact that is has likely increased is icing on the cake. If you have questions about your statements and you use an advisor call to schedule a meeting with her to have you questions answered. If you manage your own investments make sure you have the investments that you want in place as we move into the last half of 2009.