Article Category: Retirement

Keeping our long-term goals in mind at all times requires an immense amount of effort. That's why we're often sidetracked by short-term wants and needs. Automating certain parts of the investment process is akin to putting guardrails around your financial ability to misbehave ... it'll keep you out of trouble and ensure you stay on track for long-term success.

Planning for retirement may seem intimidating, but it's not quite as difficult as you might expect. In fact, with the answers to just a few key questions, you can have a good idea of where you're headed, and how rosy that final destination may be. You can also easily pinpoint your "move back in with the kids date," in the event that you need to give them some advance notice.