Top 6 Rebuilding Questions: Answers to your key financial concerns

This educational e-mail series answers the six, most-asked questions from our clients about strategies to help stay on track with financial goals.

By guest author M. Terry Mechling

Question 4: Does my investment allocation need to change?

Investment allocation plays a key role in helping you reach your retirement savings goals. With recent market conditions, it is a good time to review your long-term strategy and see if you need to make changes based on your goals, current situation, and risk comfort.

First: Find our if your investment strategy is still working for you

• Business Owners: Helping employees find simple ways to set aside savings for retirement is one of the greatest benefits you can give them. Investment allocation is an important aspect of growing their savings. See how to help your employees rebuild by giving them access to the tools they can use to help make more informed retirement and investment decisions.

• Personalized Planning: As you get closer to retirement, you may need to reassess and adjust your investment strategy. Along with age, market conditions and any change in your comfort with investment risk can impact your decisions – requiring adjustments to your strategy. Use these asset allocation tips to help find out if your current investment strategy is still a match for your long-term goals.

Next: Utilize the power of reallocation

I can help you.  Together, we can review your retirement strategy to help make sure it’s working for your current needs. Contact me today!

M. Terry Mechling
Financial Services Representative, Princor Registered Representative
The Principal Financial Group
980 Birmingham Rd., Suite 721
Milton, GA  30004
770-772-7239
Mechling.Terry@princor.com