Living in Retirement: Stay Focused on Your Goals

Check in on a regular basis

Even after you've retired, staying engaged in your portfolio with regular check-ins—as your needs change, the market changes, or other factors influence your objectives—is an important part of maintaining your retirement strategy and making your money last. By using our time-saving tools and services, you can help keep your portfolio aligned with your goals, with plenty of time left to enjoy your retirement.

  • On your schedule – Sign up for custom alertsLog In Required for account and trade activity, money movement, bond and CD maturity, and much more.
  • Every 6 months – Make sure your portfolio matches your current situation and target asset allocation.
  • Every 12 months or if your situation changes – Reassess your budget and expenses from the past year.
  • Every few years or if your situation changes – Review your will and estate plan. It’s critical that you have an up-to-date plan when your money is passed down to your heirs.

Next steps

Retirement Distribution CenterLog In Required
View, track, and manage distributions from your retirement and inherited retirement accounts.

Estate Planning
Learn the basics of estate planning, strategies to consider, and how to maintain your estate plan.

Call us at 800-343-3548