How much of your income can be affected by a market downturn? You might think you have a good idea, but do you honestly know? A Risk Exposure Review will tell you the truth and help give you clarity on whether now might be a good time to make some adjustments or to stay the course.
2. REQUEST A RETIREMENT INCOME ANALYSIS
This is nothing more than an analysis of the different sources of income you plan to use in retirement, which might include your 401(k), personal savings, Social Security or even a pension. With everything laid out on the table, this will help you think through strategic ways to make your money last as long as you live.
3. DEVELOP A HOLISTIC FINANCIAL PLAN
You deserve a great retirement, and we believe a great retirement starts with a plan. However, there’s a big difference between having a financial portfolio and having a financial plan. Sit down with a financial advisor to develop a sound financial strategy that is designed to hold up — regardless of what happens in the markets.