Financial Priorities Guide

Financial success starts with knowing your priorities, and then creating an action plan you can stick to.

    • Hello . Here is your Action Plan.

      Financial success depends upon having a strategy and sticking to it. We've created a personalized financial priorities action plan based on your responses.

      If you have any questions, your Allstate agent is here to help.

      If you have any questions, click 'Find an Agent' below.

Financial Priorities Guide

Budget & Save

Debt

Protect

Invest & Retire

Financial success, one step at a time.

Do you have children

Budget and Save

Take a close look at what's coming in, what's being spent, and where you can save.

Do you currently have a plan for how much you save and spend?

Are you actively tracking your monthly expenses?

Do you have six months of living expenses saved?

Do you plan to pay for your children's college education?

Are you currently planning for a big-ticket purchase (home, auto, etc.)?

Debt

Freeing yourself from debt may be easier than you think, and it all starts with having a plan.

Do you have an outstanding mortgage balance?

How concerned are you about it?

Do you have outstanding student loans?

How concerned are you about it?

Do you have credit card debt?

How concerned are you about it?

Do you have auto loan debt?

How concerned are you about it?

Do you have any other type(s) of debt?

How concerned are you about it?

You have no debt! -You're doing great!

Protect

Make sure your loved ones will be taken care of by planning for the unexpected.

When was the last time you updated your will and other legal documents?

Do you have a way to keep your monthly income coming into your household if you pass away?

Do you have a way to keep your monthly income coming into your household if you can't work due to injury or illness?

Invest and Retire

It's never too late to start investing your assets and planning for the retirement you deserve.

How concerned are you that your retirement savings will last as long as you'll need it to?

Have you reviewed your retirement plan within the last 12 months?

Have you made arrangements to pay for your final expenses?

Do you use or expect to use a 401(k) or 403(b) plan?

Do you use or expect to use an individual retirement account? (IRA)

Do you expect to use other retirement vehicles?


Hello . Here is your Action Plan.

Financial success depends upon having a strategy and sticking to it. We've created a personalized financial priorities action plan based on your responses.

Budget, Save & Debt

Protect

Learn MoreQuestion

Life Insurance from Allstate can help you protect what matters most at every stage of life’s journey. Contact your local Allstate Agency to learn more.

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Choose the Best Life Insurance to Fit Your Needs

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Saving Your Life: A Guide to Keep Track of Essential Information

Invest

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Learn the three simple ways to save for retirement.

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Match, tax, and roll your way to 401(K) savings.

Retire

Learn MoreQuestion

No matter how much or how little you've saved for retirement, your local Allstate Agency can help you create a retirement plan that works for you.

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Retirement Savings Calculator

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Should I Convert My IRA To A Roth IRA?