Mid-year performance review season is coming up, and yes, it can feel a little nerve-wracking. But it’s also a great chance to take stock, refocus, and revitalize your goals for the rest of the year.

Are you preparing for your mid-year review and unsure where to start? This is a common topic I discuss with my clients at this time of year. Mid-year reviews can be more than just performance checks.

Review and rebalance your investment portfolio based on performance, market conditions, and risk tolerance. Optimize your tax strategy by maximizing contributions to tax-advantaged accounts like 401(k ...