Asset Strategy is pleased to introduce a fun, interactive financial wellness resource called MyBlocks™. MyBlocks™ helps you visualize your finances, get a pulse check on where you are today, and provide actionable steps to help you achieve your financial goals.

MyBlocks™ breaks down key financial topics into bite-size modules called “blocks”. Applicable to different levels of sophistication, it allows you to make educated financial decisions through a captivating, entertaining user interface.

Below are the financial wellness paths you can explore. Click the links below to enter the specific block categories.

 

Many of the blocks in this section are great options for people with adult children or with younger children who may not be ready or do not have enough assets for a financial or retirement plan.

  • Your Goals
  • Investment Assets
  • Loss Tolerance
  • Play Zone®
  • Retirement Income
  • Liabilities
  • Other Assets

CLICK HERE

These blocks can help you determine how to best allocate your income and maximize every paycheck.

  • Next Best Dollar
  • Student Loans
  • Credit Cards
  • Emergency Fund
  • Upcoming Goals
  • Health Savings Account
  • Retirement Fund

 

CLICK HERE

You can use these building blocks to guide you through the various financial solutions available for your assets.

  • Spend vs. Borrow
  • Mortgage Refinance
  • Structured Investments
  • Impact Assessment
  • Debt Consolidation

 

CLICK HERE

These blocks will assist you in navigating the complicated world of insurance.

  • Income Protection
  • Long-Term Care Analysis
  • Protect Your Family (Life Insurance)
  • Life Insurance Assessment

 

CLICK HERE

You can traverse the many diverse facets of pre-retirement and post-retirement with the help of these blocks.

  • Basic Retirement Forecast
  • Health Care
  • Life Expectancy
  • Long-Term Care Costs
  • Retirement Bliss
  • Retirement Expectations
  • Social Security
  • Retirement Concerns

CLICK HERE

By using these blocks, you can increase your knowledge of the different outside factors that affect your finances.

  • Financial Concerns
  • Financial Goals
  • Inflation
  • What Did It Cost? (Inflation )
  • What Will It Cost? (Inflation)

 

 

CLICK HERE

MyRisk allows you to complete a investment risk assessment and incorporate into MyBlocks™ to assess your current risk or make adjustments to your appropriate risk level.

Benefits:

  • It determines your risk score, assigns a risk score for the entire household, and streamlines the investment decision-making process.
  • + Create a new financial plan or rework your current plan utilizing the Risk Number to determine the appropriate investments to help you reach your goals.

CLICK HERE

Examples: Probability of Success, Asset Allocation, Expectations & Concerns, Needs, Wants & Wishes, etc.

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