Mid-Year Check-In
June 1, 2011
Dear Friends and Family,
As we near mid-year, it’s a good time to revisit your goals and financial strategy.
Medicare Note: The Affordable Care Act adds preventive services with no out-of-pocket cost. Be sure to review eligibility before your next appointment.
Inflation: Gasoline prices have stabilized after early spikes this year, helping improve consumer sentiment. Long-term inflation expectations remain anchored.
Reach out if you’d like to schedule a mid-year review or revisit your investment plan.
Sincerely,
Katz Family Financial