Happy New Year!
Every January we create our list of resolutions. For 2023, let’s start out strong by getting into financial shape and following these steps for success:
- Start saving every month to cover 3-6 months of expenses
- Increase your monthly contribution to your 401K or IRA
- If you have children, establish a college savings program
There are so many options available to you to keep this new year’s resolution and we’re here to help you get into financial shape and stay in shape!
Please reach out to us at 215-579-5601 or firstname.lastname@example.org.
As always, If you have any life changes or updates that you need us to attend to (i.e., new job, promotion, marriage, new baby or grandchild, etc.), please do not hesitate to contact us.