Financial Health Score (Part 2)

Jan 21, 2022 10:17:28 AM / by InvestorKeep




Your financial health score is based on your current financial position. InvestorKeep examines your assets, liabilities, and total net worth to determine your overall financial health. Your financial health score helps aid discussions with your financial professional regarding the health of your financial situation and how to develop a plan to get your finances where you want them to be.


#2 Investment Assets

(Approximately Age 20’s-30’s 0%-30%, Age 40’s-50’s 30%-60%, Age 60’s-70’s 60%-70% of your assets)

Includes assets that are being held to accomplish long-term financial goals.


  • Retirement accounts(401(k) plans, profit-sharing plans, IRA’s, Annuities)
  • Brokerage accounts
  • Education funds
  • Cash value in a life insurance policy
  • Business ownership interest
  • Pension plan
  • Rental property
  • Other investments: oil & gas interest, partnerships, art, etc.


Why does it matter?

Investment assets are designed to help you accomplish long term goals. Long term investing shouldn’t focus on taking big risks to maximize returns but rather taking the least amount of risk to accomplish your financial goals.






Written by InvestorKeep

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