Changing Fortunes: Essentials for better financial well-being
Many people are severely under funding their financial future.
At J.P. Morgan Asset Management we believe there is a lack of understanding as to how individuals can plan their finances most effectively.
As a result we have produced a report which highlights common financial planning mistakes and suggests some guidelines and tools that could help people plan for a better financial future.
The report looks at:
- The Financial 5 steps – What your financial priorities should be
- How much should you be saving for retirement
- When should you start saving and investing
- Is it necessary to take investment risk
- How much debt is too much debt using the J.P. Morgan Debt Obesity Scale TM
Word on the street video
Watch our video to see and hear what other people have to say about their own personal financial situation.
J.P. Morgan Debt Obesity Scale TM
We have also developed a unique and easy-to-use tool – The J.P. Morgan Debt Obesity Scale TM . This tool has been devised by J.P. Morgan Asset Management to assist you in gauging your financial well-being by using a simple calculation that looks at your levels of secured and unsecured debt relative to your income.
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