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

 

 

Download a copy of the report