A clear understanding of personal expenditures and savings rates is essential for securing a strong financial future. A financial plan can help everyone from the extraordinarily wealthy to those struggling to make ends meet.
Most of us could improve our financial lives and could use a little help. Saving for retirement is no different. Gone are the days of secured retirement as more employers are phasing out of traditional pensions and replacing with the 401(k).1
As the markets change, the value of each security in your portfolio will increase or decrease at a different rate of return; changing the overall weightings of your investments. Periodic reviews of your investment portfolio help keep your retirement strategy on track.