Retirement may seem like a long way away, but when it comes to preparing, earlier is better. Start planning today with this checklist. Read More about Your Retirement Savings Goal Checklist
It's never too early to think about how you want to live in retirement. Set goals and strive for milestones, then build from there. Your retirement plan is a living document, one you'll want to review and revisit throughout your lifetime.
In retirement, your emergency fund may need to grow. Be wary of relying on your retirement portfolio as an emergency fund. And if you do have to tap your emergency fund, make sure that you replenish it. Protecting your retirement savings is a priority.Discover a Platinum Relationship Money Market
Protect What You Value
As your age and circumstances change, you’ll want to revisit your need for insurance: life, disability, medical, property, even long-term medical care. Every situation is unique, but check with an insurance professional to decide how to adjust your insurance expenses.Discover a Wealth of Insurance Options
Match Investment Risk to Life Stage
Adding riskier investments to your portfolio, such as stocks or mutual funds, can increase your potential return. As you draw closer to needing the money, you’ll want to diversify your investments and reduce your financial risk.Find the Right Fit for Your Needs