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Top related persons:
Stacy Francis - 1 — - 1 Jordan Awoye - 1 Oscar Wong - 1 Corbin Blackwell - 1 Tim Maurer - 1 Blackwell - 1
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New York Bay Shore , New York Atlanta Charlotte
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Francis Financial - 1 Awoye - 1 CNBC - 1 IRS - 1

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☆ Midyear check-in: Take these 3 actions now to start cleaning your financial house
  + stars: | 2023-07-20 | by ( Sharon Epperson Stephanie Dhue | Sharon Epperson | In Sharoneppersoncnbc | ) www.cnbc.com   time to read: +4 min
You also may find more time to review your financial goals and decide whether you need a reboot. Here are three key actions financial experts suggest you take midyear. Oscar Wong | Moment | Getty Images"Make practice payments to yourself," said Corbin Blackwell, a CFP and senior financial planner at Betterment. Check your tax withholdingTo avoid having too little tax withheld from your pay and facing an unexpected tax bill or penalty at tax time next April, check your tax withholding. Adjusting your tax withheld now can also help with your cash flow and ensure you receive a bigger paycheck and smaller refund at tax time.
Persons: Stacy Francis, —, Jordan Awoye, Oscar Wong, Corbin Blackwell, Tim Maurer, Blackwell Organizations: Francis Financial, Awoye, CNBC, IRS Locations: New York, Bay Shore , New York, Atlanta, Charlotte
☆ If you're worried about market volatility, here's how this advisor says you should handle the stress
  + stars: | 2023-04-06 | by ( Andrew Osterland | ) www.cnbc.com   time to read: +4 min
Behavioral finance tells us we are inherently bad investors, prone to making decisions based on emotions rather than evidence and self-interest. "We may think we're making rational decisions, but we're usually not," added certified financial planner Maurer, who is also a member of the CNBC Financial Advisor Council. By the time that most people react to events in the market, the market has already priced in the risk. "When it feels like the market is at a top, it's not unnatural to think about changing your investment strategy. "They are more likely to look through stock market volatility and do a better job investing for their future."
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