While you and your trusted retirement professional will work to create an overall retirement strategy, this does not mean that you won't need to make changes along the way. So, the question remains: When should you revisit your retirement strategy?

Start the year off right by getting started on these five top financial goals.

Making the dream of early retirement a reality requires a particular strategy. What to think about when strategizing for early retirement.

When it comes to creating a sound financial strategy, many people think of creating a diversified portfolio or making sure they’re regularly contributing to their retirement plan. But a good financial plan includes insuring against the unexpected and making sure that no matter what happens, you’re covered.

Living trusts are created with a clearly defined objective: to avoid probate. Misconceptions about living trusts have spread to the point where people think trusts can accomplish much more than they are designed to. But if you are worried about your will being contested or your heirs fighting over your assets, a revocable living trust may be your best option.

If you’re seeking clarity on how to position your investment portfolio, the daily spew of financial commentary won’t help. To cut past the clutter, let’s revisit our investment selection process, which speaks to the importance of looking past today’s unsettling news in pursuit of your greater, long-term goals.