Thriving Financially in Uncertain Times

Provided by:  Premier America Investment and Retirement Services



Managing your investments during times of economic, social or political uncertainty can be a bit of a roller coaster ride. You may ask yourself whether you should stick with the strategy you have in place or make changes. Ultimately, the decision that’s right for you depends on your investment goals, risk tolerance and how many years you have until you need the money.

 
While uncertain times may be unsettling – especially if you’re watching your account balances shrink – they’re also a good reminder that it’s important to conduct routine financial check-ups to ensure you’re still on track to achieve your financial goals.
If you’re already saving for retirement, our LPL Financial Advisors can help you evaluate your investment strategy to determine if you’re saving enough to reach your long-term goals, your portfolio is properly diversified and your asset allocation aligns with your risk tolerance. If not, they can help you make changes.

If you’re not currently contributing to a retirement plan, you’re not alone. Twenty-two percent of Americans have less than $5,000 saved for retirement, and 15 percent have no retirement savings at all, according to Northwestern Mutual’s 2019 Planning and Progress Study.1

But if you haven’t yet started saving for retirement, it’s important to begin as soon as possible. Proper planning can help you avoid running out of money or having to substantially alter your lifestyle in retirement. The sooner you start planning, the more likely it is that you’ll be able to fund a comfortable retirement.

To help you with your financial goals, schedule an appointment with one of Premier America Investment & Retirement Services, LPL Financial Advisors by calling 818-772-4129 or 800-772-4000 today!

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. Premier America Credit Union and Premier America Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Premier America Investment & Retirement Services, and may also be employees of Premier America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Premier America Credit Union or Premier America Investment & Retirement Services. CA Insurance License #0759204, TX Insurance License#1643255.


Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value
  
1https://news.northwesternmutual.com/planning-and-progress-2019

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