Retiree

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Time to Enjoy

Whether you've already retired or are getting retirement plans in motion, you've got lots of choices — and decisions to make. Where will you retire? Do you want to continue working? How should you manage your investments? Be sure to get the latest information with our retirement advice and resources.

Stick to a Budget

Your retirement savings may need to last for decades. First, decide what your priorities are for this time of life. By sticking to a budget on your basic cost of living, you’ll have more flexibility to enjoy your lifestyle — or meet unexpected medical expenses.

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Have a Plan

Regardless of your economic situation, retirement is not the time you want financial surprises. Revisit your written plan for retirement. Are you keeping with your previous goals? Have situations arisen that require you to rethink your goals?

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Match Investment Risk to Life Stage

Maintain an active investment strategy, even as a retiree. Each year, take the opportunity to evaluate your investments to balance for safety and income. Make adjustments for market performance so your assets last as long as you need them to.

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