After you create your financial plan, you need to then develop a plan for executing it. Having a retirement plan in place is a great first step, but having the discipline to properly execute that plan can be a different story.
Your personal financial plan should be adaptable to market and lifestyle changes. In order to properly execute your plan, it will require attention and maintenance on an ongoing basis. When was the last time you checked your retirement portfolio?
Particularly in retirement planning, a personalized execution strategy will help you assess your nest egg’s potential to support you for the rest of your life.