• Nearing Retirement
• You're Almost There!
  • Are You Financially Ready?
  • Catching Up (and More)
  • Are You Emotionally Ready?
• Early Retirement
  • Planned
  • Unplanned
• Protect Your Savings
  • Check Your Investment Strategy
  • Are You Properly Insured?

Protect Your Savings

Check Your Investment Strategy

As you near retirement, you should review your investment strategy and adjust your risk levels to protect your savings.

• Look at your savings' investment mix. You may want to shield more (but not necessarily all) of your retirement savings from market volatility.
• Do you have an investment rebalancing strategy in place? Rebalancing is an important strategy to help manage investment risk.

Please be advised that this web content is not intended as legal or tax advice. Accordingly, any tax information provided in this web content is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transactions(s) or matter(s) addressed, and you should seek advice based on your particular circumstances from an independent tax advisor.

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