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Time for a financial planning check-up

Are you heading in the right direction? Let’s find out.

Life is full of surprises. We’re all witnessing that first-hand these days. Something that may not have been in your plans a few years ago, or maybe even a few months ago, might now be a top priority. Life can throw curveballs that alter your original plans, but making sure you’re on track to reach your future financial goals could help make those transitions a little less surprising.

It’s like visiting a doctor annually to make sure your body is healthy. Your financial health could also use a check-up every year, just to make sure you’re still on your way to becoming FutureFIT®.

Maybe you’ve received a promotion, or benefitted from new legislation and regulations and increased your retirement plan contributions. Maybe your marital status has changed, or you bought a new home. A lot can happen in a year.

Even if you haven’t recently experienced any major life changes, reviewing your financial plan could help ensure you’re still heading in the right direction.

Scheduling a plan review with your financial professional gives you a chance to:

  • Plan for long-term savings
  • Assess emergency savings
  • Review your investments
  • Consider rebalancing your portfolio
  • Plan for taxes on investments
  • Explore other guaranteed income stream sources
  • Evaluate estate plans

Your financial professional can provide you with information to help you decide on a course of action to close any gaps in your financial preparation for the future.

Want more?

You can also check out the Education Center for more useful tips and information to help plan and achieve the future you want.