Three-Step Retirement Plan Tune-Up

Even if your personal outlook hasn't changed, keep in mind that uneven returns provided by different investments may have caused your portfolio to shift from your intended asset allocation. Conducting an annual review of your retirement goals and strategy is a great way to help ensure that your plans for your financial future remain realistic and on track. With that in mind,  taking the three easy steps outlined below will help you conduct your retirement tune-up.   Step 1: Review your retirement goals Your first step should be to review your retirement savings goals and assess whether anything significant has occurred during the past year that might affect either your … [Read more...]