Monday, March 16, 2015

Treat Your Retirement Savings Like Your Health - Get an Annual Checkup!

Treat your retirement savings like your health - get an annual checkup!

Setting aside money toward your retirement in some sort of account is a step in the right direction. But much more than that is necessary to ensure you’ll be set for the long run. You must also make sure that the specific investment vehicle you are using is, indeed, delivering the results required to turn your contributions into the income you’ll need during retirement.

That makes sense, right?

Just because you are making contributions into to a 401(K) or some other account doesn’t, in and of itself, necessarily mean that your retirement is all set. For all you know, your portfolio may be headed in the wrong direction. In fact, even if your account’s balance seem to be increasing from one statement to the next, you could still be moving in the wrong direction. You wouldn’t want to get all the way to retirement, years later, only to discover that you got the short end of the stick, would you? Not to mention that by then it might be too late for you to fully recover.

So, on a scale of 1 to 10 — ten being the most — how much attention would you say you are really paying to whats happening with your retirement savings?

Obviously money and health are not the same, but let me attempt to draw an analogy. It is wise to ensure that you keep up with your annual health evaluations, even if you feel great and healthy, simply because feeling great — or even believing that you are healthy — doesn't necessarily mean everything is going great in your body, health wise. You should view your retirement in the exact same light, and get an independent confirmation from a trained, qualified, and honest advisor annually.
Want real, fact-based information that will give you the financial checkup you need to be sure your retirement account is doing what it needs to do for your healthiest financial future? Contact us so that we can help you to objectively evaluate your current situation and make a plan that will yield the results you want. Visit or call 877.656.9111 right now to book your complimentary session.

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