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.
Identify a target asset mix that aligns with your goals, then easily implement an investment strategy that will help you stay on track.
Retirement Income Planner
If you’re within five years of retirement or already retired, use this tool to create a comprehensive plan to help make your money last by projecting out your expenses against potential income sources in different kinds of market conditions.
View, track, and manage distributions from your retirement and inherited retirement accounts.