Look At Your Financial Situation Holistically


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MINT HILL, NC – To achieve all your financial goals, you need to take a “holistic” approach, bringing in all the elements of yourself.

Think about your family. How much can you put away for your children’s college education? When they’re young adults, can you help them make a down payment on their first home? These questions are relevant to your investment plans.



Your personal beliefs will also factor into your overall financial strategy. How much do you want to contribute to charitable groups during your lifetime and in your estate plans?

And when you retire, you’ll want to reevaluate your purpose in life. Will you travel to broaden your horizons or stay close to home, volunteering your time to help improve your community? Whatever path you choose has financial implications, such as the amount of money you’ll need to withdraw from your retirement accounts.

Even your health is part of your financial outlook. For example, if you ever need some type of expensive long-term care, you’ll need to plan for it.

Look at your situation holistically – when creating a lifetime’s financial strategy, every part of your life matters.

If you have any questions, please contact me at (980) 859-2549 or by e-mail at brandon.monette@edwardjones.com

This article was written by Edward Jones for use by your local Edward Jones Financial Advisor

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