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Retirement Resolutions You Should Make to Start 2017 (Archived)

Retirement Resolutions You Should Make to Start 2017 (Archived)

January 10, 2017

With the end of a year comes the perfect time to reflect, tweak, and improve in the New Year.  As we embark on 2017 and you begin to carry out some of your New Year's resolutions, let us remind you not to forget about your financial goals – in particular, your retirement goals.  

Time, Inc's Money online publication, just published a timely article, 2 Financial Resolutions You Really Need to Make for the New Year, which highlights two important resolutions that small business owners, the mass affluent, and people age 50+ who are nearing retirement, should do immediately.  These two items are:

  1. Do a Retirement Check-up:  Ask questions such as where do I stand? How can I improve my retirement outlook?  These questions will help you figure out how much you have saved and how much you need to save through retirement. You may need to adjust your strategy.    

  2. Thoroughly Review Your Retirement Investments:  Ensure that your retirement savings are invested in an appropriate mix of stocks and bonds.  Re-evaluate your mix to make sure you can generate returns to build an adequate nest egg, and enough bonds to offer your portfolio some downside protection during severe market volatility.  

At Bailey Wealth Advisors, we deliver objective, strategic and prudent advice to preserve, grow and transfer your assets.  We offer a total solution to help meet your financial goals. Call or contact us today to schedule your complete retirement check-up.  You'll be glad you did!.

Eric D Bailey, CFP, CMFC
Founder & CEO
Bailey Wealth Advisors

Article CRN:  CRN-1676005-010517 WAS:BAILEY