Planning for retirement can be overwhelming. There are factors that are out of your control, such as market returns and regulatory reforms. There are factors over which you have some control, including longevity due to how you manage your health and how long you work. The best way to achieve a comfortable retirement is to focus on the factors that can be controlled: maximizing savings, managing spending, efficiently utilizing tax-advantaged accounts, and being well diversified in their investment strategy.

We’ve helped clients pursue their retirement goals for 25+ years. We’d like to help you. Start the year out with a review of your current financial goals, including retirement.

And as always, your Weekly Market Update is here.