Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th, 2022. Both pieces of legislation seek to reform how Americans prepare for retirement while juggling current spending needs. How, when, or will each of us retire? How can government incentives, regulations, and safety nets help more people safely do so—or at least not get in the way?

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.