Building the Foundation to Your Retirement

 In Financial Planning, Ozarks Live

Building the Foundation to Your Retirement

Viewer Question: My husband and I have several different investments, IRA’s, savings, checking, old 401(k)s from previous jobs, current 401k, and other small various accounts. It’s hard to keep up with and nothing seems to be working or growing. How can we organize all this stuff and get a handle on our investments?

Simplify!  There are several software programs which organize financial accounts.  They use online logins to keep the daily balances up-to-date.  A few examples are mint.com and personalcapital.com.  Going paperless may help your family cut down on the statement clutter but you may forget to check the online account as often which may lead to poor investment decisions.  Another option is to call The Resource Center at 417-882-1800.  We can act as your project manager, fitting your accounts into the correct tool for the designated purpose.  Getting a second opinion on your accounts may simplify your situation by possibly combining or re-positioning accounts to build a retirement income solution.  By using our 3 step process we can establish your goals and objectives to build the foundation to your retirement.

It’s important to plan for retirement, but with so many options and retirement accounts, it can seem complicated. On this week’s episode of Dollars & $ense, Bruce simplifies the retirement planning process so you can start building the foundation and saving for your retirement.

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We are an independent firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives.  This material is intended to provide general information to help you understand basic financial planning strategies and should not be construed as financial advice.  All investments are subject to risk including the potential loss of principal.  No investment strategy can guarantee a profit or protect against loss in periods of declining values.  

The information contained in this material is believed to be reliable, but accuracy and completeness cannot be guaranteed; it is not intended to be used as the sole basis for financial decisions.  

We are not permitted to offer, and no statement contained herein shall constitute, tax or legal advice.  Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.  Our firm is not affiliated with the U. S. government or any governmental agency.  Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM).  AEWM and The Resource Center are not affiliated companies. 

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