Know your "enough"

What's your money language?

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Many of us feel like we're on a treadmill. 

In fact, 52% feel the pressure to keep working, keep earning, keep up a lifestyle we've gotten used to.*

Wouldn't it be nice to know when you can get off the treadmill? How much money is enough to follow your passions, achieve your goals, live your dreams? It's different for all of us, but a Financial Advisor can help you find the answers.

An Advisor will look at your goals, net worth, income, expenses, the potential growth of your investments and other factors. Then she or he can calculate if you're on track to reach retirement and other goals—and when. If it looks like you could miss goals or timelines, your Advisor can help you make financial changes to get you back on track.

Whether you want to stay on the treadmill or get off, find out how much is enough for you.

*UBS Investor Watch, 2015.

New Financial Goals Kickstart Guide

It’s time to reevaluate how your financial goals fit with the goals you have for your life. Meeting with a Financial Advisor can help you build a comprehensive plan and remove some anxieties around the unknown. Here is a list of questions to talk with a Financial Advisor about right now:

  • Do I have enough to sustain my lifestyle?
  • What is my updated net worth and asset allocation?
  • Does my current budget align with my goals?
  • Are my values reflected in my individual financial plan?
  • Am I saving enough and in the right places?

Longer to live, longer to enjoy

Women around the world are outliving men *, and a longer lifespan means a longer retirement.

No matter the length of your retirement, figuring out whether you have enough money to achieve your goals should take into account:

  • Your net worth
  • Income and expenses
  • When you want to retire
  • Whether you will need to support aging parents or adult children
  • The potential growth of your assets
  • Whether you want to pass assets to the next generation.

Visit the UBS Investor watch website to learn how you can plan for retirement breaking it down into three phases: Transition, Me Time and the Last Waltz

Planning for your "longevity bonus"

Your life is more than a pie chart

*U.S. Department of Health and Human Services, Centers for Disease Control and Prevention, National Center for Health Statistics, 2016.

Want more?


Are you ready to own your worth?

Connect with your UBS Financial Advisor or click here to find one.