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Manage Your Financial Strategy

Strategy Management

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Stay Involved with Your Financial Strategy

Once you have a financial strategy in place, regularly schedule time to check in with your financial professional. They can help you make sure your money is working hard for you and that you are pursuing goals that make sense for you.

In the meantime, our tools and resources can keep you aware of changing market conditions and your changing financial needs.
 

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  • Facts on Diversification

    Learn the basic elements of investing and how to develop an asset allocation that fits your needs.

    Watch the video...

  • Facts on Contributions

    Learn how your plan contributions can grow thanks to the power of tax deferral and how starting early gives your investments more time to grow.

    Watch the video...

  • Retaining & Storing Important Financial Documents

    Follow these recommendations for what to keep and what to shred and you can save yourself time and frustration in the future. And then, commit to storing your financial documents securely but accessibly so you always know how to find what you need.

    Read the full article...
  • Who Are the Beneficiaries for Your Financial Accounts?

    Choosing a beneficiary seems like a “set it and forget it” task. However, it’s an important designation that could seriously affect your estate and heirs. Nearly all financial accounts and investments, including life insurance policies and retirement plans, ask you to name a beneficiary, and most make it very easy to change or update your designation.

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  • Term to Permanent Life Insurance with the Companies of OneAmerica

    Term life insurance can be considered temporary coverage. While initially the most affordable protection, after your “term period“ the cost will increase substantially. You can transition to a more permanent, “whole” form of life insurance at any time during a term policy’s “conversion period.” Often, you can do so without answering any medical questions.

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  • Updating your retirement strategy

    It’s probably sitting in your email right now. A notification that one of the friends in your Facebook network has updated their status. Or one of your former co-workers is announcing their new job on LinkedIn. As our lives change with new jobs, new family members or new education levels, updating your strategy for preparing for retirement to fit your changed financial future may be forgotten.

    Read the full article...
  • Budgeting for retirement

    You want to allocate money for retirement, but where can you find money in your current budget. Wait, I have a budget? Yeah, you’re going to want to continue reading.

    Read the full article...
  • Give whole life insurance the old college try

    College costs have gone up considerably the last decade, and tuition hikes have shown no sign of slowing. How can you help cover the ever-rising cost of your child’s education without wiping out your own financial security? Whole life insurance may be one way.

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  • Refining your retirement strategy

    If you’re like most Americans, the years between ages 35 and 50 are more or less a steady course. By now, many people have built solid careers, married, had children and purchased their first home. Your income and expenses may be more predictable now than ever, making it prime time to take a snapshot of your economic situation. Where does retirement fit into that picture?

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  • The Road to Retirement

    Wherever you are on the road to retirement, making informed decisions is important to taking steps to a happy retirement.

    Read the full article...

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Notes:

This information is provided for overview or general educational purposes only. This is not to be considered, or intended to be legal or tax advice. Changes in the tax law may affect the information provided. For personalized assistance, including any specific state law requirements consult a legal or tax advisor.

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