Managing Your Accounts

Managing Your Accounts
Managing Your Accounts — Take control of your future by actively managing your accounts

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Take control of your future by actively managing your accounts

Retirement investing is about taking personal control of your future. Your financial decisions, from the moment you invest your first dollar until you take your first withdrawal, will determine your comfort and confidence throughout retirement.

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.

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