• 11 tips to spring clean your retirement investments

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    The arrival of spring triggers a sense of optimism, a fresh start and a time to sweep out the cobwebs. As you spring clean your house, don’t forget about your finances. This is the perfect time to take stock, review and set new financial goals to keep you on the path to retirement.

    • When do you want to retire?
    • What lifestyle do you want in retirement?
    • How long a retirement, or life expectancy, do you want to plan for?
    • How willing are you to adjust your spending during retirement?
    • How much do you want to leave to family and charities when you’re gone?
    • How do you intend to fund potential long-term care expenses in the future?

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