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Better Understand Your Financial Statements
Manage episode 358811524 series 3460411
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The end of the year (or start of a new year) probably means you’re getting a lot of financial statements in your mailbox (or inbox if you’re paperless). Ever wonder what some of those terms mean as you look at your 401(k), IRA and other account balances?
Let’s spend a little time looking over a financial statement and breaking down some of the terms you might come across.
Here’s some of what you’ll learn on this episode:
- How accurate are retirement income projections you’ll see? (1:38)
- What do you need to know about that asset allocation pie chart they include for your investments? (4:34)
- Are all the fees listed on the account statement? (7:43)
- Will you miss anything if you don’t read through the disclosures and fine print? (9:49)
- Other balances you might find on your statement. (11:15)
Connect with us:
https://rosewoodwealthmanagement.com/
919-391-3446
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