Review your investments


Life’s Financial Journeys

Heading Off to College
Getting Out on Your Own
Blending Two Lives
Having a Child
Emptying the Nest
Entering Retirement
Divorce
Death of a Life Partner
Military Life


Now that your children have become independent, your next big life transition will be your retirement.

You probably have taken some steps to prepare for this but are you on track for a financially secure retirement? It is time to take an honest look at what you’ve saved and where it is invested.

The following resources may assist you in how to review your investments:

Assess Your Investment Risk Tolerance

Are You On Track for Retirement?

Simple Retirement Portfolio Designs

Tracking Down Your Money

Setting Up a Portfolio Tracker


Emptying the Nest Tasks

1. Financing college
2. Revising your spending plan
3. Planning for long-term care
4. Preparing for retirement
5. Estate planning

Preparing for retirement Subtasks

1. Review your investments
2. Set retirement income and savings goals
3. Revise your retirement planning to achieve financial security in retirement

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