A New Year often brings resolutions. This month, Alex Cabot and Ed Lambert discuss three important items for 2020: investment strategy, budget planning, and considering hiring a financial advisor.
It's New Year's Resolution time! Alex Cabot and Ed Lambert of Birch Run Financial join co-host Jag to talk about important pieces of your financial future to look at as we enter a new year.
Investment Strategy:
Is your broad strategy appropriate?
Should you rebalance?
Do you have an emergency fund?
Budget Planning:
Do you have a budget in place?
Are you maxing out your retirement plan?
Employee Retirement Plans
Savings Goals
Consider a Financial Advisor:
What is the advisor's specialty?
The closer you get to retirement, the more important an advisor becomes.
Resources:
Birch Run Financial Website
Email Alex: ACabot@birchrunfinancial.com
Email Ed: ELambert@birchrunfinancial.com
Call Alex and Ed: 484-395-2190
Find Ed on LinkedInl Ed: ELambert@birchrunfinancial.com
Call Alex and Ed: 484-395-2190