Time for Some Financial Spring Cleaning

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WAXHAW, NC – Spring is just about here. This year, as you tidy up your home and surroundings, why not also consider some financial spring cleaning?

You could begin by “de-cluttering” your investment portfolio and replacing investments that no longer meet your needs with ones that do.

It might also be a good move to “dust off” your investment strategy. Over time, this strategy may have gotten outdated, especially if you’ve experienced significant changes in your life, such as a new job, a new child or even a new plan for retirement. By periodically reviewing your investment strategy, you’ll be able to clarify your vision for the future.

Finally, just as you clear your garage or storage areas of hazardous objects, you may want to check for dangers in your financial situation. To name just one: Are you leaving your family unprotected in case something happens to you? To help avoid this problem, make sure your protection strategy is up to date.

Financial spring cleaning can pay off – and you don’t even need a broom.

*This article was written by Edward Jones for use by your local Edward Jones Financial Advisor. *

Dylan Hales/Financial Advisor

Edward Jones | 5945 Weddington-Monroe Rd, Suite # 102 | Wesley Chapel, NC  28104

(704) 684-0103  Member SIPC

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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.