Retirees may no longer be working but their investment portfolios should be – because managing money in retirement is more important than ever.
As with any other stage in your life, factors such as your retirement goals and the economic environment may change, requiring you to make adjustments to your portfolio. Our professionals can work with you to regularly review and reassess your portfolio and help give you confidence your portfolio is appropriately balanced between growth-oriented investments and income-focused assets.
Optimizing Your Financial Future
In addition to an ongoing review of needs, goals and investment performance, we can help you understand how routine decisions can have a significant impact on the effectiveness of your long-term plans. For example, consolidating cash accounts – including savings accounts, money market funds and checking accounts – can make it easier to monitor your savings and spending and take advantage of lower fees and higher interest rates.
Please note: Growth-oriented investments generally involve greater risks and may not be appropriate for every investor. Diversification and asset allocation do not ensure a profit or protect against a loss.
LET US BE A DRIVING FORCE FOR YOU
Trust Mainspring’s team to ensure that each financial component of your life is kept in harmonious motion with the others. We invite you to contact us, today!
