What is MyBlocks℠?
Financial planning shouldn’t be intimidating. MyBlocks℠ is an online financial planning tool that makes planning for your financial future easy and fun. By breaking up key topics into easy-to-understand “blocks” (including retirement planning, protecting your family, and more), you will increase your financial literacy as you define a financial plan for your future.
Your Finances, Your Way.
Truly a self-service tool, MyBlocks℠ allows you to complete interactive modules on your own time, at your own pace.
Who Uses MyBlocks℠?
Young couples, planning for the future
Established professionals, maximizing their wealth
Soon-to-be retirees, solidifying future plans
Regardless of where you are in your financial journey, MyBlocks℠ has the tools that are easy, useful, and relevant to your personal goals.
Use MyBlocks℠ To:
- Set financial goals
- Plan for retirement
- Pass wealth to future generations
- Maximize Social
Security benefits - Better understand
insurance options - Protect your
various income streams
All content on this page has been provided by Envestnet MoneyGuide and is used with permission. No alterations have been made to the original material.
For more information, please refer to the original brochure here.