7 Steps to Financial Security

7 Steps To Financial Security

 

 

Most people today are deeply concerned about our economy and about how it impacts their own personal finances.  For those who are unemployed or are struggling to maintain full employment, their financial security takes center stage for them.  For those folks who are nearing retirement age and who have worked and sacrificed for decades, they too are focused on matters regarding their financial security for this next phase of their lives.

 

Planning for Retirement

Retirement planning should not be overly complicated.  At the same time, there are no quick-fix solutions.  The recipe for a successful retirement requires discipline, honesty, and common sense.

Without a solid investment plan in place, your retirement dream could turn into a nightmare.  Retirement investing is all about the long-term picture, creating a road map that will generate the money you need within the time frame you need it.

 

An Understanding of Contentment

Through this seven-part series, we provide a summary of vital principles related to your quest for financial security.  Here at Dickinson Investment Advisors, a core value for us has to do with a proper understanding of contentment.  We know that none of us will be able to take our material wealth or possessions with us after we are gone.  Money is simply a tool to provide a sense of security and to help you accomplish what you want to do with your life.

 

Series Outline

In this series, we teach the following key steps in the financial planning process:

1.  Live on less than you earn.

2.  Get out of debt.

3.  Save for emergencies.

 4.  Get good tax advice. 

 5.  Choose a wise financial advisor.

 6.  Invest for retirement.

 7.  Plan to make your portfolio last through retirement.

To read this entire series of blogs, go to the Education tab of our website and click on “7 Steps Series.”

 

Resources

We also highlight throughout the series a number of helpful resources for you, including:

–       18 Common Sense Rules for Enjoying a Successful Retirement by Ron Dickinson

–       www.mastermoney.org

–       www.crown.org

–       www.daveramsey.com

–       You’reFifty – Now What? by Charles Schwab

–       www.investopedia.com

–       www.briefing.com

 

We Are Here to Serve You

We welcome your feedback and your questions that are generated from this series.  Call us any time at 712-256-4856 to let us know how we can serve you.

To us, people are our clients; your money is not our client.  Please be assured that as we provide planning and investment services that are tailored to your unique needs and life circumstances, our goal is to achieve wise financial stewardship of your resources in retirement.

How to Enjoy Retirement without Stress

“18 Common Sense Rules for Enjoying Your Retirement”
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