The beginning of the new year is a good time for pre-retirees and retirees to reflect on their goals and recent events that may have affected them. You’ll feel better if you make sure you’re still on track to be financially secure for the rest of your life, no matter how long you live and no matter what happens in the stock and bond markets.
Here are five tasks that will help you examine your retirement finances and make any changes that are necessary. You don’t need to complete all of them—just choose the tasks that resonate with you.
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