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Summertime marks the mid-point of the year, so now is a good time to take a moment to check in on your full financial picture, including a review of your goals and progress you've made toward milestones. Statistics show almost four million Americans anticipate retiring in the next 15 years, and there are key considerations that can help anyone prepare, whether retirement is right around the corner or 20 years away. We encourage everyone to have a solid plan for retirement, which begins with understanding your core numbers: anticipated age of retirement, how much income you'll need to maintain your current lifestyle after retirement, and the value of your assets and cash savings. Having a clear picture of your current and future states makes establishing priorities simpler. Keeping these numbers in mind as you make other financial decisions ensures your goals and choices remain in alignment.

We hope you find the information in the summer edition of InSight to be informative, and we thank you for your continued patronage.

Sincerely,

Dana Abraham, President, UMB Personal Banking

The spring edition of InSight includes articles that can help you at any stage of your financial journey, whether you are acquiring assets, reviewing your financial goals or curious about the economy. This season, I am also pleased to announce the launch of our UMB Private Banking Visa® Signature Preferred credit card. We designed this card with your lifestyle in mind, with features that emphasize simplicity and security, in addition to service that meets your unique needs. With personal attention and comprehensive financial solutions at the core of your UMB Private Banking relationship, adding a UMB Private Banking Visa® Signature Preferred credit card can help make managing your finances simpler and more efficient so you can focus on what matters most to you. Please speak with your private banker if you're interested in learning more.

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relevant and timely

 

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president of personal banking at UMB Financial Corporation

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Reality TV Versus Reality—America is Watching

KC Mathews, UMB Bank executive vice president and chief investment officer, sheds light on how some of the president's key initiatives could impact the economy.

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Build Your Dream Home: Construction Loans Explained

Shelly Addington, vice president and private banking client manager, explains the home construction financing process.

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Choosing a Financial Planner

Beth Brown, senior vice president and senior wealth advisor, offers advice on how to manage unexpected income or assets.

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Economic Indicators

Review the latest economic indicators for summer 2017.

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View the InSight newsletter archives

 

UMB Private Wealth Management is a division within UMB Bank, n.a. that manages active portfolios for employee benefit plans, endowments and foundations, fiduciary accounts and individuals. UMB Financial Services, Inc.* is a wholly-owned subsidiary of UMB Financial Corporation and an affiliate of UMB Bank, n.a. UMB Bank, n.a., is a subsidiary of UMB Financial Corporation. Banking and trust services offered through UMB Private Wealth Management, a division within UMB Bank, n.a. This report is provided for informational purposes only and contains no investment advice or recommendations to buy or sell any specific securities. Statements in this report are based on the opinions of UMB Private Wealth Management and the information available at the time this report was published. All opinions represent our judgments as of the date of this report and are subject to change at any time without notice. You should not use this report as a substitute for your own judgment, and you should consult professional advisors before making any tax, legal, financial planning or investment decisions. This report contains no investment recommendations and you should not interpret the statements in this report as investment, tax, legal, or financial planning advice. UMB Private Wealth Management obtained information used in this report from third-party sources it believes to be reliable, but this information is not necessarily comprehensive and UMB Private Wealth Management does not guarantee that it is accurate. All investments involve risk, including the possible loss of principal. This information is not intended to be a forecast of future events and this is no guarantee of any future results. Neither UMB Private Wealth Management nor its affiliates, directors, officers, employees or agents accepts any liability for any loss or damage arising out of your use of all or any part of this report.
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NOT FDIC INSURED • NO BANK GUARANTEE • NOT A DEPOSIT • NOT INSURED BY ANY GOVERNMENT AGENCY • MAY LOSE VALUE