Most Americans will need retirement savings that will last approximately 30 years. While those years may seem far off now, what you do this year can have a big impact on your retirement plans. With that in mind, here are a few financial steps to consider this year when assessing your retirement and investment goals:
• Do a portfolio review: examine your portfolio to see if you should rebalance any current investments
• Evaluate individual investments: review individual investments to see if they fit with your investment goals and risk tolerance
• Learn more about investing
• Prepare for estate planning
• Outline a budget
• Plan for health care expenses
• Check retirement goals and investments
• Check your emergency fund
