With summer upon us, many are ready for a well-deserved break or vacation. As you recharge, this season can also be a good time to reflect on your broader financial picture—especially how others’ choices are affecting your own.

We often view our financial status as a series of purely personal decisions—what to save, how to invest, when to spend. But these decisions rarely happen in a vacuum. Whether it’s a family member’s needs, a business partner’s influence, or shared living arrangements, the choices of others in our lives have a real impact. Some helpful tips are found in the articles below. As summer brings families together, we’re more aware than ever how interconnected our financial decisions can be.

While we can’t control every action of those around us, it’s beneficial to prepare and communicate. If you want to discuss how others’ decisions are affecting your finances—or simply talk about some of the challenges you’re facing—let’s connect. I’m here to help you make the most of your summer and develop a strategy for what’s ahead.

Thank you,
Paul Celentano