Living in Retirement: Stay Focused on Your Goals
Check in on a regular basis
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Regular check-ins can be important in 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 alerts 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.
View, track, and manage distributions from your retirement and inherited retirement accounts.