See your household financial snapshot in 3 easy steps. [Video]

You’ve worked and planned and invested so you can enjoy your life when it’s time to retire. But if you could build something more with your investments, what would that look like?

Maybe that means you could finally get season tickets to watch your favorite college football team.

Or spend a week visiting the next national park on your travel bucket list.

Or build a little shed in your backyard so you can expand your flower gardens.

To scale up your plans, first you need to know where your finances stand. You could accomplish that in about an hour and a half on a rainy Sunday afternoon.


Here are 3 steps to getting your household financial snapshot.

Financial snapshot step 1: Log into your financial accounts.

Estimated time: 10 minutes.

Nearly every type of financial account has online access. If you haven’t already done it, take a few minutes to set up usernames and passwords.

Check your primary accounts where you have money, …