With the market up over the last two years, there may be an imbalance of assets that investors need to address. Financial Planner Steve Lind says it is important to keep a balance between stocks and bonds.
Investors may choose to manage these things themselves or they may have their investment company look into target date funds to keep things balanced.
On another note, Lind says now may be the time to look into a long-term care policy as rates are expected to rise in the next few months.
For more information, contact your financial planner.