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However, there is value in more ways than one in hitting certain financial milestones by key ages.
If theres one person who knows a thing or two about hitting personal finance goals, its Suze Orman.
), your longevity and the return on your retirement investment portfolio.
Its a lot to consider.
Does that feel daunting?
It doesnt have to be.
Dont automatically tell yourself no.
Youve Created an Estate Plan
Pondering the inevitable isnt exactly what anyone would call fun.
Orman suggests a tool to make this heavy lift of preparation feel much lighter.
But even when you have that plan in place, you shouldnt get complacent.
When was the last time you carefully reviewed how much you have invested in stocks?
That puts you that much closer to retirement, Orman said.
She suggests evaluating the percentage of your portfolio you have invested in stocks, especially as you get older.
Orman reminded readers that these decisions are personal and should align with your needs.
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