Refresh Your Retirement Plan This Spring

Spring is an ideal time to revisit your financial plan and make sure it’s aligned with your current needs and goals. Just like decluttering your home, tidying up your finances can help bring clarity and confidence for the road ahead.

A lot can change over the course of a year. Market conditions shift. Tax laws evolve. Your spending and priorities may look different than they did a few months ago. That’s why we created the Retirement Spring Cleaning Checklist—a free, easy-to-use guide to help you review five key areas of your financial life:

• Retirement Income Strategy – Evaluate your withdrawal plan and income sources
• Investment Mix – Make sure your portfolio still reflects your goals and comfort with risk
• Estate Planning & Beneficiaries – Confirm documents and designations are up to date
• Account Organization – Identify old or unnecessary accounts and consolidate as needed
• Spending & Cash Flow – Reassess your budget to stay prepared for the year ahead

Whether you're retired or planning for retirement, taking a moment to review these areas can help you make more informed decisions moving forward.