FOCUS Financial Health Checkup: Investing in Q2 Financial
W
ith the first quarter of 2022 in the books, many Americans have started tackling their investment-focused new year resolutions in order to preserve their assets and wealth. However, that doesn’t mean the planning and evaluating is complete. As we kick off the second quarter, now is a good time to revisit – or review for the first time – your investment objectives and goals as part of your financial plan to ensure you stay on track for the year. At Frost, we recommend clients do this twice a year and adjust plans as needed to protect and grow wealth. As you take on this task, here are four areas where extra attention may pay off:
• Retirement planning
If you are one of millions of Americans who have experienced major career events in the past two years, like a job change or voluntary exit from the workforce, you should consider how this change may impact your goals and plans for
24 | HEIGHTS | March + April 2022
By Evans Attwell Senior Vice President Frost Bank
