October is Financial Planning Month: Are You on Track to Meet Your Financial Goals?
October is Financial Planning Month, which serves as a useful, annual checkpoint to make sure you are on track to meet your long-term financial goals. You can use this time to learn about all of your options and prioritize your goals going into the New Year.
Are you ready for retirement?
Not sure how to answer that question? You’re not alone, but Millennium Trust can help. First, you can calculate how much you should be spending and saving annually using various retirement calculators.
You can also consider checking up on your retirement accounts to ensure all of your money is in your control. Through our free, secure database search, you can determine if you may be entitled to any unclaimed retirement or 401k funds that have been rolled over from a previous employer to an account at Millennium Trust.
Explore your investment options
Many traditional assets, like stocks and mutual funds, have offered strong performance during this bull market. But alternative assets can provide different risk and return profiles for your portfolio. You can discover, research and invest in a variety of alternative investments via the platforms available on the Millennium Alternative Investment Network® MAIN®.
Stay tuned throughout the month for more information on retirement readiness and the benefits of alternative investing.
The material in this blog is presented for informational purposes only. Millennium Trust Company performs the duties of a directed custodian, and as such does not sell investments or provide investment, legal or tax advice.