Articles from the 'Your Retirement Plan' series

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Have you checked your retirement plan lately? – Part 2
Jennifer Williams, President J Williams Personal Financial Planning|Dec 23, 2017
Regaining your balance On the other hand, maybe you've concluded through your review that your original asset allocation is still appropriate for your needs, but your portfolio has strayed off track due to market performance. In this case, there are two ways to "rebalance" your portfolio. The quickest way is to sell investments in which you are overweighted and invest the proceeds in underweighted assets until you hit your target. For example, if your target allocation is 75% stocks, 20% bonds,...
Have you checked your retirement plan lately? – Part 1
Jennifer Williams, President J Williams Personal Financial Planning|Dec 9, 2017
It's generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven't given your plan a thorough review within the last 12 months, now may be a good time to do so. Have you experienced any life changes? Since your last retirement plan review, have you experienced any major life changes? For example, did you get married or divorced, buy or sell a house, have a baby, or send a child to college? Perhaps you or...

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