Plenty of factors go into understanding whether you are on track to meet your financial goals for retirement, including not just what you have set aside in savings and investments, but your rate of return, and inflation. With the ever-changing market conditions, and higher than usual inflation it is important to check to see if you are still on track. Walk through the investment goal calculator in this week’s article and see what you think. If factors you can’t control like the market or inflation has undermined where you thought you were, we may have a new option to help you get back on track. Call us, we’re always here to help.
Are you still on track?
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This commentary was created by a third-party for the Agent’s use. NTM 08-27.