10/23/2026
October is National Financial Planning Month, making it a natural time to pause and check in on your financial plan.
Here are a few questions worth asking yourself:
• Have your goals or priorities changed this year?
• Are you still feeling on track for retirement?
• Does your savings strategy still fit your needs?
• Have there been changes in your family, career, or business that your plan should reflect?
A financial plan shouldn’t sit untouched after it’s created. It should grow and adjust as your life does.
We’re sharing more ideas for using October as a financial reset on the Genesis Financial Group blog: https://genesisfinancialgrp.com/blog/national-financial-planning-month
What’s changed in your life or goals since you last reviewed your plan?