Date: 26 May 2015
Cat: Audio, Financial Hour (WMT)

Financial Hour: Making Financial Advice Work For You


Premier Investments of Iowa, Inc. Financial Hour May 26, 2015

There is no shortage of financial advice in today’s media. The inflow of advice can leave you overwhelmed, stressed and frustrated. How can you make sense of all this information and work towards a successful retirement?

  1. Create a plan: a plan will help you gain control over your retirement journey. A plan should be based around your unique goals & objectives.
  2. Look at one thing at a time: managing your retirement and planning for retirement involves many moving parts, that can sometimes become overwhelming. Take some time to look at each part of the planning process separately, while keeping the big picture in mind.
  3. Don’t set it and forget it: once your plan is in motion, it is important to revisit the progress and take active steps to keep yourself on track.
  4. Be honest: being honest with yourself and others about your goals & objectives as well as your situation is important. This will help keep you on track and working towards a successful future.