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Saving for Retirement

Whether you’ve been saving for years or you’re just getting started today, Franklin Templeton and your financial advisor can provide you with investments and tools to help you reach your retirement goals.

    Rule #2: Find the right investments

    Over time, the investments you choose will greatly influence the outcome of your retirement savings efforts. Investing too conservatively may result in your retirement savings not experiencing the desired long-term growth. Investing too aggressively may mean more volatility than you're willing to accept. Build an investment growth strategy to balance your goals and concerns.

     

    Working with a financial advisor can play a vital role by:
    • Knowing you and understanding your unique situation
    • Working with you to define goals and determine a path to get there
    • Providing expertise to help you make wise financial decisions along the way

    Assess Your Retirement Situation

    To make the most of the time you spend with your advisor, you may want to get organized ahead of time by:

    • Prioritizing your goals
    • Calculating your expenses
    • Determining your potential sources of income

    Download the Personal Assessment and Worksheet to help prepare for your meeting. Or if you prefer, take them with you and fill them out with your advisor.