Reach a comfortable retirement
This short exercise will lead you through a few questions to help you understand how you are doing around saving for retirement. Having an idea of where you stand is helpful, but it's also important to be strategic in how you continue to build your nest egg. An experienced financial planner can help you develop a plan that incorporates your current goals as well as your retirement goals. A solid plan should incorporate tax strategy; the appropriate use of savings vehicles; an informed approach towards paying for college; and retirement withdrawal strategies.
To start your investment plan, we just need to know a couple things about you: