Fall Back to Basics with this Handy Investment Checklist

KALAMAZOO, Mich. - Sept. 18, 2015 - PRLog -- Where did the summer go?

While there’s still a bit of time before fall arrives, before you know it, the kids will be back into their school routine.

But what about your routine?

Here’s a checklist to help you get back into the swing of things.

•  Your long-term goals - These should be front and center regardless of the season. A new child or grandchild, a career change or retirement, a wedding in the family – all of these can change your focus.

•  Your investments - It’s easy to forget about investing while you’re enjoying your summer. But the markets are changing all the time – and over time, those changes can alter your portfolio’s mix of investments. Let’s say you want to hold 65% of your portfolio in stocks. If the market rises over time, the value of your stocks may rise with it. Rebalancing can bring your mix of investments back in line with your goals.

•  Your money in general - Did you spend more than you intended over the summer? Or perhaps you’re looking at a long list of back-to-school supplies. When you’re faced with bills today, it can be easy to put off saving for tomorrow.

•  Your family - Speaking of school, are you looking for ways to pay a tuition bill now or college costs down the road? College costs vary by institution; how much you’ll need also depends on how much you plan to pay for. Your financial advisor can help you estimate the future cost of colleges and universities across the country and help you develop a college savings strategy that fits your specific goals.

Schedule a visit with your financial advisor

Time marches on – and so should your progress toward your important financial goals. If you haven’t done so lately, schedule a visit with your Edward Jones financial advisor. He or she knows your financial picture and can help ensure you stay on track with your investments.