{"id":2478,"date":"2022-04-06T09:24:18","date_gmt":"2022-04-06T13:24:18","guid":{"rendered":"https:\/\/www.moorewealthinc.com\/?p=2478"},"modified":"2022-04-12T15:53:32","modified_gmt":"2022-04-12T19:53:32","slug":"the-need-for-regular-retirement-plan-maintenance","status":"publish","type":"post","link":"https:\/\/www.moorewealthinc.com\/the-need-for-regular-retirement-plan-maintenance","title":{"rendered":"The Need for Regular Retirement Plan Maintenance"},"content":{"rendered":"\n<p><em>Presented by Moore Wealth<\/em><\/p>\n\n\n\n<p>Looking after your retirement plan is a balancing act. Even the most comprehensive strategy needs regular maintenance to continue heading in the right direction. Here are a few simple steps you can take to keep your plan on track.<\/p>\n\n\n\n<ul><li>Be sure to read your monthly and quarterly account statements. Check that your reported contributions are accurate and being credited to the correct investment options.<\/li><li>Review your portfolio periodically-quarterly is best-to be sure that your asset allocation is still in line with your overall goals and risk tolerance.<\/li><li>If your asset allocation has gotten out of alignment with your original intentions, consider account rebalancing.<\/li><li>Stay informed and take advantage of educational materials and employer-sponsored workshops to remain current on investing trends.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Life Events May Require a Change to Your Investment Strategy<\/h2>\n\n\n\n<p>Life changes can have a big impact on your income and your ability to save. Consider to reevaluating your budget and investment strategies when any of the following events occur.<\/p>\n\n\n\n<ul><li><strong>Buying a home:<\/strong> A home is probably the largest purchase you&#8217;ll ever make, and it is one that will most likely affect your future finances.<\/li><li><strong>Family events: <\/strong>Getting married, getting divorced, and sending children to college may require adjustments to your investments strategy.<\/li><li><strong>Career Changes: <\/strong>A new job, promotion, or layoff can affect your income and change how much you are able to save.<\/li><\/ul>\n\n\n\n<p>You can&#8217;t always prepare for a life event. Whether you plan in advance or react after the fat, make sure you carefully review your investment goals and keep savings for retirement among your highest priorities.<\/p>\n\n\n\n<p>Courtesy of<br>Moore Wealth<br>50 Carrol Creek Way Suite 335<br>Frederick, MD, 27102<br>301-631-1207<\/p>\n\n\n\n<p class=\"has-small-font-size\">Moore Wealth is located at 50 Carroll Creek Way, Suite 335, Frederick, MD 21701 and can be reached at 301.631.1207. Securities<br>and Advisory Services offered through Commonwealth Financial Network\u00ae, Member FINRA\/SIPC, a Registered Investment<br>Advisor.<br>This communication strictly intended for individuals residing in the states of CA, CO, DC, DE, FL, MD, MN, NC, NJ PA, TN, UT, VA,<br>VT, WA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and<br>registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not<br>guaranteed by a bank\/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and<br>advisory services offered through Commonwealth Financial Network\u00ae, Member www.FINRA.org, www.SIPC.org, a Registered<br>Investment Advisor. This material has been provided for general informational purposes only and does not constitute financial, tax,<br>or legal advice. Please consult a qualified professional regarding your specific needs. \u00a9 2021 Commonwealth Financial Network\u00ae<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Presented by Moore Wealth Looking after your retirement plan is a balancing act. Even the most comprehensive strategy needs regular maintenance to continue heading in the right direction. Here are a few simple steps you can take to keep your plan on track. Be sure to read your monthly and quarterly account statements. Check that [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2483,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":"","_links_to":"","_links_to_target":""},"categories":[1],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.moorewealthinc.com\/wp-json\/wp\/v2\/posts\/2478"}],"collection":[{"href":"https:\/\/www.moorewealthinc.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.moorewealthinc.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.moorewealthinc.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.moorewealthinc.com\/wp-json\/wp\/v2\/comments?post=2478"}],"version-history":[{"count":1,"href":"https:\/\/www.moorewealthinc.com\/wp-json\/wp\/v2\/posts\/2478\/revisions"}],"predecessor-version":[{"id":2479,"href":"https:\/\/www.moorewealthinc.com\/wp-json\/wp\/v2\/posts\/2478\/revisions\/2479"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.moorewealthinc.com\/wp-json\/wp\/v2\/media\/2483"}],"wp:attachment":[{"href":"https:\/\/www.moorewealthinc.com\/wp-json\/wp\/v2\/media?parent=2478"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.moorewealthinc.com\/wp-json\/wp\/v2\/categories?post=2478"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.moorewealthinc.com\/wp-json\/wp\/v2\/tags?post=2478"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}