Act Now to Avoid Retirement Savings Mistakes

Successful retirement planning takes more than simply putting money away in a tax-advantaged retirement plan account. It also includes periodically asking yourself these critical questions to avoid common retirement missteps:

• When was the last time I reviewed and revised my retirement asset allocation to ensure it continues to meet any changing needs and situations?


• Are my estate documents up to date to meet my current net worth?


• Do I have a good idea of my future healthcare costs?


• Does my insurance coverage still reflect my current and future needs?

Continuously contributing to retirement plans, working with a tax professional to cut your tax bill, frequent reviews with your financial professional and living on a budget are keys to attaining a financiallysecure future.