Maybe you’ve been saving for retirement for years, but do you know where your assets are? 一些, this may seem like a relatively unimportant topic — you’re contributing to a 市场 that has some growth potential for retirement, 这有什么关系呢? Knowing where your money is invested is half the battle in planning for retirement; if you’re over 55, it could be argued that paying attention to your money should be your job.
By working with a financial advisor with investment management skills, you’d most likely have a diverse money 市场 portfolio that could avoid losing a major portion of your assets just by one bear 市场.
无论是债券, 保险产品, 股票, 或者把环亚ag88登录钱放在经纪公司, it’s critical to stay up to date with your money 市场 accounts and retirement assets. Knowing each type of investment or product you have can help you better understand your retirement planning trajectory and what questions to ask your advisor when you meet with them.
在Hoffman金融集团, it’s our commitment to make sure our clients are aware of the investment vehicles and other financial products they’re using for their retirement plan. If you’d like to know more about our financial process, contact us today.