The ThirdAge Retirement Troubleshooter |
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I met with a financial planner when I made my initial investments, but it has been years since I've looked at them
A good planner will build a lifelong relationship with you. It is the only way for them to see if you're on track. If your relationship with your planner has lapsed you should think about getting back in touch or finding another. You could make all the decisions yourself, but you'd have to commit to keeping current on the new laws. It's a huge investment of time.
The bottom line: a successful plan requires attention and it's time you gave it some.
Use ThirdAge's Stocks Calculator to see what your portfolio might be worth when you're ready to retire.
If you still think Social Security is enough, you might want to read a little more about it. The Social Security apparatus might even be privatized or linked to the stock market before you get a chance to start drawing on your share. What this would mean for your rate of return is still under debate.
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