Portfolio rebalancing and maintaining the right level of risk is key to a good retirement plan. Today I cover different rebalancing options.

General market conditions have people reacting as if lower taxes and less regulations would be in effect by the end of the week. The truth is these changes will take time. Companies will adapt to new regulations and so can you! Do not get burned by overreacting and make sure to judge your risk tolerance before rebalancing your portfolio. Other topics include:

• Steps to rebalancing your portfolio
• 2016 in review
• Savers tax credit
• IRS scams
• Best ID theft protection
• Probate process and issues

 

 

Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 11:00 a.m. on Thursday, February 9th at Double Tree by Hilton Berkeley Marina. Click HERE to sign up and use code RETIREMENT123 for free entry! 

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.