Result: You're a visual person, motivated by tangible goals.
Result: You're a visual person, motivated by tangible goals.
If you can see it, you can achieve it. Use visual cues to guide you: photos of your goals, graphs of your assets or track your progress with a calendar. Enjoying the fruits of your labor is important to you (and you deserve it). Focus on all the things you want to enjoy, then budget, save and invest to reach them.
Money Moves to make:
Money Moves to make:
Financial Dreams Kickstart Guide
Financial Dreams Kickstart Guide
Dreaming about what you want your money to do can be fun. Use this Financial Dreams Kickstart Guide to get going.
- What do you want to accomplish in your life?
- What are your main concerns?
- What do you want your legacy to be?
- Who are the people that matter most to you?
- How do you plan to achieve your life’s vision?
Outsmart the gender wealth gap
Women live longer1, but because of the gender wage gap and many other factors they tend to gain less wealth. So while women and men may face different financial challenges, developing a financial plan that includes a strong investment strategy can act as a north star, allowing women to bridge the gap. Read more about how women can rise above the wealth discrepancy and make an appointment with your Financial Advisor to discuss a plan with these insights in mind.
Make a plan with your partner to take care of your family if something happens.
Make a plan with your partner to take care of your family if something happens.
Starting a conversation is an important money move, sometimes we just need help getting started. Our fill-in-the-blank money talk guides are the perfect way to organize your thoughts when it comes to commonly avoided conversations. Start planning now.
Talk to an Advisor Checklist
- Financial and estate plans
- Savings and checking accounts
- Emergency funds
- Expenses
- Pensions and Social Security
- Retirement accounts
- Investment accounts
- Life insurance policies
- Long-term care policies
- Loans, credit lines and other debt
- Trust accounts
- Real estate
- Annual gifting
- Charitable giving