How Can You Improve Your Financial Fitness?

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WAXHAW, NC – It’s always smart to stay physically fit, at every point in your life. But financial fitness is important too. Are you doing everything you can to boost your financial well-being?

Getting regular check-ups is essential for your physical health – and the same principle applies to your financial health. So, periodically review your investment portfolio to ensure it’s still well-balanced and providing you with the growth potential you’ll need to help reach your goals, such as a comfortable retirement.

Also, just as you take medicines to prevent illnesses, you’ll need to follow preventive measures to keep your financial situation healthy. Make sure you’ve got adequate life and disability insurance. And consider seeing a financial advisor for suggestions on dealing with the potentially huge costs of long-term care.

Finally, avoid “unhealthy” financial moves, such as dipping into your retirement accounts early. Such a move can incur taxes and penalties and leave you with less money during your retirement years.

It will take consistent effort to maintain your financial fitness – but it’s worth it.

This content was provided by Edward Jones for use by Dylan Hales, your Edward Jones financial advisor at 10715 Sikes Place, Suite 110, Charlotte, NC 28277, (704) 684-0103

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Dylan Hales
I'm a native North Carolinian, who grew up in the eastern part of the state. My folks exhibited and instilled many of the values that I still hold close to today. I had the opportunity to earn a bachelors from NC State, which is where I met my wife. We married shortly after she graduated in 2016. She grew up in this area, so we moved back to the Wesley Chapel area so we could be close to her family. Folks here have been more than welcoming and have made it feel just like home (minus the eastern NC BBQ).

People often ask what I like to do when I'm not at the office. That mostly depends on what time of year it is. During the spring and summer I like to work on my garden. During the fall and winter I love keeping up with NC State football and basketball. We also have two rescue dogs who like to explore the state with us.

Since I've been in Wesley Chapel, I've noticed that most folks just like me. We're all from somewhere and we've all come here following the things we love. I want to understand what those things are for you, and help get you there.