A Comprehensive View of Your Investments

It’s common to have an incomplete picture of your savings and investments. Even the most organized people have the occasional pension plan that has been turned into a cash balance plan, a forgotten or unknown side account set up by a grandparent, or a 401(k) or 403(b) from an old job. Additionally, most people have changed jobs, banks, or brokerages at some point in the last few decades, which can make it hard to keep track of all your accounts. However, it’s an important aspect of wealth management to get a consolidated understanding of all your assets and liabilities. If you’ve lost track of any of your savings or investment accounts, Jay Pluimer shares where to start with locating them and getting organized, including analyzing your overall market risk and assessing your total fees.

Check back next week for more Flourish Insights with Jay Pluimer and don’t forget to check out our insights blog at https://www.flourishinsights.com

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A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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