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From the firm: Why taking a break can bring new insights

As we inch closer to the halfway mark of 2023, take some time to relax, review and renew your spirit, both personally and professionally, for the remainder of the year. To help you get started, we’ve outlined the midyear moves your business should take now with seven tips for conducting a business review.

Now is also an excellent time to evaluate your financial situation and create a plan—or adjust your current one—to ensure you’re on the right path toward meeting your monetary goals. Determine your net worth, develop a budget and stick to it. Your future self will thank you.

While reviewing what’s going on professionally and financially, assess whether you’re holding on to any habits that no longer serve you. We’ve rounded up eight tips to help you deep-six those bad habits.

If your hobbies give you a sense of joy and purpose outside the daily grind, then turning your passions into profit may be just what you need. Our seven tips will help determine whether you’re ready to take your hobby from passion to profit.

Summertime is quickly approaching, and it will bring sizzling temps for many. Cool off inside by streaming some of the highest-rated and top-grossing blockbuster summer movies produced since 1975. And if you’re looking to step back and reset your mind, check out these mindful meditation retreats throughout the United States.

Here’s to relaxation and rejuvenation,

Your trusted advisors

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