Skip to main content

Manage your strategy

A young Mum bends over to her daughters height, and wraps her arms around her. They both wear thick winter coats as they brace the cold weather, and warm up in a loving embrace.

Life changes. Make sure your strategy changes with it. 

Change. It’s the one constant we can all count on. It’s also the reason yesterday’s financial strategy might not be right today. Even if you’ve already worked with a financial professional to create a strategy, it’s a good idea to revisit your plan from time to time.

 

Meanwhile, check out this collection of our most popular articles on managing your financial strategy and managing debt.

  • Retirement savings vs. debt

    Is there such a thing as good debt? Sure! Let’s talk about it.

  • Preparing for financial emergencies

    A solid savings strategy should include dollars earmarked for emergencies.

  • Starting retirement plan contributions

    Starting to prepare for retirement now can make a huge difference 35 or 40 years down the road. 

  • Small increases, big impact

    Increasing your contributions regularly can help build your retirement account

  • Five tips for coping with market volatility

    These suggestions may help you stay more in control of your investments during periods of market volatility

  • Check your retirement planning progress in five steps

    An annual retirement plan checkup will show where you stand now and help you zero in on any adjustments you may need to make.

  • Choosing investment options: 3 concepts

    Your strategy should reflect your goals and your tolerance for risk.

  • Net worth: your financial snapshot

    What is net worth and how does it affect your financial plan?

  • It's never too early to start saving

    That might sound cliched, but it's true. Start saving today.

  • Who are your beneficiaries?

    Don’t just “set it and forget it.” Be sure to revisit your choices occasionally.

  • Refining your retirement strategy

    A solid savings strategy should include dollars earmarked for emergencies.

  • Updating your retirement strategy

    If it’s been a while since you created a retirement plan, it may be time to update.

  • Retaining & storing financial documents

    We can help understand what to keep and what to shred.

  • Year-end decisions for retirement funds

    No one wants to pay more taxes than they have to. Let’s talk strategy.

OneAmerica Financial is the marketing name for the companies of OneAmerica Financial. Non-registered group annuity contracts are issued by American United Life Insurance Company® (AUL), a OneAmerica company, One American Square, Indianapolis, IN 46282, 1-800-249-6269. Group annuity contracts are issued by AUL and registered variable annuity products are distributed by OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC, One American Square, Indianapolis, IN 46282. Not available in all states or may vary by state.