You can use the Asset Allocation Evaluator to help you allocate your investments across asset classes and accounts. The Asset Allocation Evaluator provides model portfolios based upon information you provide about your investment preferences.
As you save for your financial goals, you'll want to make sure you monitor your savings strategy to stay on track. Whatever your goal, whether it's saving for retirement, college education or a new home, we're here to provide you with the guidance and planning you need from our breadth of calculators and planning tools to our expert, investment professionals available at 1 800 842-2776. Mutual fund and after-tax annuity account holders should call 1 800 223-1200 to speak with a consultant.
Self-directed? If you want to take full charge of your financial destiny, you might want to start by using the Financial Organizer to help you put your finances and budget in order as a first step to preparing an effective savings strategy. The sooner you start saving, the more time your money will have to work for you.
Also, from time to time, remember to give yourself a financial checkup, to make sure that you are on target toward reaching your goals. Monitor your retirement savings progress by using the Retirement Goal Evaluator and viewing your Retirement Illustrations.
For additional advice, please contact a consultant.
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