SINGLE GALVESTON Your money matters. ARe yoU pAying ... · ARe yoU pAying Attention to it? There...
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When it comes to managing money, many of us put off today what we think we’ll have time for tomorrow. Do yourself a favor: Focus on your financial situation, and get organized. Not sure where to start? Visit principal.com/moneymatters. It may be easier than you think to: Roll over an account If you have more than one retirement account or IRA, you may want to consider a rollover to help simplify retirement planning with fewer accounts to monitor. Update your beneficiary designation Make sure you’ve designated a beneficiary for your retirement account — and remember to update your designation with relevant changes in your personal situation. Your money matters. ARE YOU PAYING ATTENTION TO IT? There are easy steps to consider taking today to help get your finances in order. GALVESTON TX AGE 57 David SINGLE INCOME $ 70K OCCUPATIONAL THERAPIST The Retirement Wellness Planner information and Retirement Wellness Score are limited only to the inputs and other financial assumptions and is not intended to be a financial plan or investment advice from any company of the Principal Financial Group ® (The Principal ® ). They only provide general guidelines which may be helpful in making personal financial decisions. Responsibility for those decisions is assumed by the participant, not The Principal. Individual results will vary. Participants should regularly review their savings progress and post-retirement needs. Insurance products and plan administrative services are provided by Principal Life Insurance Company, a member of the Principal Financial Group ® (The Principal ® ), Des Moines, IA 50392. PT380A-01 | © 2015 Principal Financial Services, Inc. | 01/2015 | t14110503kx
Transcript of SINGLE GALVESTON Your money matters. ARe yoU pAying ... · ARe yoU pAying Attention to it? There...
When it comes to managing money, many of us put off today what we think we’ll have time for tomorrow. Do yourself a favor: Focus on your financial situation, and get organized. Not sure where to start?
Visit principal.com/moneymatters. It may be easier than you think to:
Roll over an account If you have more than one retirement account or IRA, you may want to consider a rollover to help simplify retirement planning with fewer accounts to monitor.
Update your beneficiary designation Make sure you’ve designated a beneficiary for your retirement account — and remember to update your designation with relevant changes in your personal situation.
Your money matters.
ARe yoU pAying Attention to it?
There are easy steps to consider taking today to help get your finances in order.
GAlveston
TX
AGe
57
David
sInGle
InCoMe
$70K
oCCupAtIonAl
theRApIst
The Retirement Wellness Planner information and Retirement Wellness Score are limited only to the inputs and other financial assumptions and is not intended to be a financial plan or investment advice from any company of the Principal Financial Group® (The Principal®). They only provide general guidelines which may be helpful in making personal financial decisions. Responsibility for those decisions is assumed by the participant, not The Principal. Individual results will vary. Participants should regularly review their savings progress and post-retirement needs.
Insurance products and plan administrative services are provided by Principal Life Insurance Company, a member of the Principal Financial Group® (The Principal®), Des Moines, IA 50392.
PT380A-01 | © 2015 Principal Financial Services, Inc. | 01/2015 | t14110503kx
hIjos
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Cuando se trata de administrar dinero, muchos de nosotros posponemos lo que creemos que podremos hacer mañana.Hazte un favor. Enfócate en tu situación financiera y organízate. ¿No sabes por dónde comenzar? Ingresa a principal.com/moneymatters (en inglés). Podría ser más fácil de lo que piensas:
traspasa una cuenta si tienes más de una cuenta de jubilación o cuenta IRA, considera traspasarlas a una sola para simplificar la planificación para la jubilación con menos cuentas que monitorear.
Actualiza tu designación de beneficiariosAsegúrate de haber designado a tus beneficiarios de la cuenta de jubilación y recuerda actualizar la designación cuando te ocurran cambios personales importantes.
Hay pasos sencillos que puedes tomar hoy para ayudarte a mantener tus finanzas en orden.
tu dinero importa.¿Le eStÁS pReStAnDo AtenCiÓn?
DenveR
CO
eDAD
34
Miguel
solteRo
InGReso
$100K
WeBDevelopeR
La información provista por Retirement Wellness Planner [planificador de bienestar de jubilación] y Retirement Wellness Score [puntuación de bienestar de jubilación] está limitada exclusivamente a la información provista y otras suposiciones financieras y no pretende ser un plan financiero o consejo de inversión de ninguna compañía miembro de the Principal Financial Group (The Principal®). Solo proveen pautas generales que pueden ser útiles a la hora de tomar decisiones financieras personales. El participante, y no The Principal, asume la responsabilidad de dichas decisiones. Los resultados individuales pueden variar. Los participantes deberán revisar el progreso de sus ahorros y necesidades de ingreso durante la jubilación regularmente.
Los productos de seguros y servicios administrativos del plan son provistos por Principal Life Insurance Company, un miembro de the Principal Financial Group® (The Principal®), Des Moines, IA 50392.
PT380A-01 | © 2015 Principal Financial Services, Inc. | 01/2015 | t14110503kx
