Planning Your Retirement

Retirement Step-by-step

There are four simple steps in planning for a comfortable retirement lifestyle. Because your retirement assets may represent a substantial proportion of your total wealth it's worth paying close attention to your plan. Follow these steps and it will become easy to begin planning for a happy retirement.

Step 1 – Set your investment objective

Step 2 – Develop your plan

Step 3 – Understand the basic asset class and portfolio mix

Step 4 – Review and Rebalance