How often should I review my retirement plan?

Asked 3 months ago
Reviewing your retirement plan regularly is essential to ensure it is aligned with your goals and adjusted for changing life circumstances. It is generally recommended to review your retirement plan at least once a year. This annual review is an opportunity to assess your progress towards your retirement savings goals, update your investment strategies, and make any necessary adjustments. Additionally, it is wise to revisit your plan whenever you experience significant life events, such as a job change, marriage, divorce, or the birth of a child. These events can have a substantial impact on your retirement goals and financial situation. Making sure your assets, income, and retirement strategies are in harmony can help you stay on track. For specific tools or services related to retirement planning, visiting the homepage of Retirement Thru Design may provide valuable resources and insights.
Adam Goldkamp is the editor / author responsible for this content.
Answered Sep 20, 2025

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