Managing Your Accounts
Take control of your future by actively managing your accounts
Retirement savings plans are rarely successful on “autopilot.”
This section provides strategies for making account management decisions. How you divide your money among different investment categories— asset allocation—is one of the most important strategic decision you will make. In fact, it may have a greater impact on your long-term returns and ability to reach your goals than just about anything else in your financial plan. It’s important to regularly rebalance your account to keep your asset allocation focused on your goals and risk tolerance. Find out how rollovers can help you maintain control of your tax-deferred accounts as you change jobs. And see how consolidating multiple retirement accounts can make it easier to track your investment performance.
Plan with us
Retirement savings plans are rarely successful when they’re put on “auto-pilot.” You need to take an active role in understanding investing basics and then apply that knowledge towards making better investment and planning decisions. We can help you every step of the way.