Can you afford to retire? We all wonder if we will have a sufficient amount of assets to fund our retirement, but are we making the right choices now? A 401(k) or an IRA is a great place to start, but the planning should not end there. Preparing for retirement is not as simple as opening an account, it requires constant attention to monitor areas such as potential for risk, asset allocation model, productivity rate, insurance needs and estate planning needs. It may seem burdensome, but proper preparation is the key to success, security and independence in retirement.
Have you:
- Completed an analysis of your ability to retire?
- Written a plan for working toward your retirement objectives?
- Been monitoring the performance of your personal retirement plan investments to see if you are on track toward your retirement goals?
- Established an asset allocation model in writing that governs how assets are apportioned within the portfolio?
- Measured the risk that you are assuming in your investment portfolios?
If you have answered "no" to any of these crucial questions, we would suggest that you seek professional financial advice.
Learn more; attend one of our financial planning seminars listed below:
Are you making the most of your company retirement plan?
Retirement Asset Advisory allows you to get the same attention to your company-sponsored retirement plan assets as you get with assets under your direct control. This allows for the same focus and methodology to be applied to your retirement plan assets as the assets you have at Fragasso Financial Advisors. Asset allocation is applied to these assets and specific recommendations are made on a fee basis. Talk with your financial advisor for more information.
For an informational packet or a no-cost, no-obligation consultation, please contact one of our financial advisors at 412-227-3200 or by clicking here.
We make your financial success personal.