Your Investment Checkup: Just One Thing To Do

This month’s money housekeeping task is a quick checkup on your investments!

Review your portfolio (401(k), IRA, etc.) Make sure it still aligns with your goals and risk tolerance. Market changes can cause your portfolio to drift, so consider rebalancing.

Maximize employer matches! Don’t miss out on free money for retirement.

Can you increase your contributions? Even a small bump can make a big difference over time.

If you use target date funds, a robo-advisor, or have an advisor, you’re likely in good shape, but it’s always smart to review!

Here’s how to get started; with a quick explainer on what asset allocation is and how to get a good look at yours.