Business & Briefs
The Importance of Setting Strong Financial Goals
There’s a quote about the importance of setting goals that says, “If you don’t know where you’re going, any path will take you there.” You probably have dreams about retirement, vacations, hobbies and more. But if you don’t have a strategy with financial goals in place, you may not make the choices that can best set you on the path to achieve those dreams.
Stress-Test Your Retirement Portfolio in Volatile Markets
If you’re planning to retire within the next few years — or you’ve recently retired — market volatility may feel especially unsettling. After years of saving and planning, you’re now entering a stage where your portfolio may shift from growth to providing income. The five-year window before and after your retirement date is especially critical — when market downturns can have an outsized impact on your long-term financial security.