Whether you are well-established or just starting out, it’s important to periodically perform a “financial health checkup” to evaluate your situation and identify areas that can be improved.
In this video vignette series, the Haverford Speaker Series for Women® outlines three important components of a thorough financial health checkup: Reminders, Review, and Reflection.
Part 1: REMINDERS
Some of the easiest to achieve tasks often get overlooked on our to-do lists. Eileen Chambers, Vice President & Portfolio Manager, takes us through a brief list of reminders and manageable next steps that can help improve our financial health right away.
Part 2: REVIEW
Life and circumstances evolve over time, but it’s easy to forget to adjust our accounts and documents accordingly. In Part 2 of the Financial Health Checkup, we take a look at items we should REVIEW. Eileen Chambers, Vice President & Portfolio Manager, talks about beneficiaries, account titling, and the importance of ensuring past decisions still make sense today.
Part 3: REFLECTION
We spend our lifetime working, caring, and investing for our family and our retirement. Along the way, we should stop to REFLECT on our plan and the documents that reinforce our wants and needs at each particular stage. Mary McAuley, Vice President & Portfolio Manager, interviews Sarah Harrity, Director of Trust Administration, about the importance of estate planning and achievable steps we can take to be prepared.
TOOL KIT
Media Inquiries
Veronica Mckee, CMP
Direct Phone: 610.995.8758
Email: vmckee@haverfordquality.com
Katie Karsh
Direct Phone: 610.755.8682
Email: katie@gobraithwaite.com
Disclosure
These comments are provided as a general market overview and should not be relied upon as a forecast, research or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy. Opinions expressed are as of the date noted and may change at any time. The information and opinions are derived from proprietary and non-proprietary sources deemed by Haverford to be reliable, but are not necessarily all-inclusive and are not guaranteed as to accuracy. Index returns are presented for informational purposes only. Indices are unmanaged, do not incur fees or expenses, and cannot be invested in directly.
Investments in Securities are Not FDIC Insured · Not Bank Guaranteed · May Lose Value
