4 Items for Your Midyear Money Checklist

4 Items for Your Midyear Money Checklist
Cash is fanned out from a wallet in this photo illustration taken in North Andover, Mass., on June 15, 2018. Elise Amendola/AP Photo
The Associated Press
Updated:

A lot can happen in six months. That’s why, as we close out the first half of the year, it makes sense to check in on your financial life.

“With inflation, I think people this year are more heavily impacted than they probably have been in many years leading up to this point,” says Jason Dall’Acqua, a certified financial planner and founder of Crest Wealth Advisors in Annapolis, Maryland. “So it’s a good time to see how things have been going ... as well as plan for what lies ahead in the remainder of the year.”