My Blocks™
An interactive tool for financial wellness and planning.
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
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
- Spend vs. Borrow
- Mortgage Refinance
- Structured Investments
- Impact Assessment
- Debt Consolidation
- Income Protection
- Long-Term Care Analysis
- Protect Your Family (Life Insurance)
- Life Insurance Assessment
- Basic Retirement Forecast
- Roth Conversions
- Health Care
- Life Expectancy
- Long-Term Care Costs
- Retirement Bliss
- Retirement Expectations
- Social Security
- Retirement Concerns
- Financial Concerns
- Financial Goals
- Inflation
- What Did It Cost? (Inflation )
- What Will It Cost? (Inflation)
