Investment Allocations
Make Sure to Review Your Investment Allocations
- Make a commitment to review your investment allocation annually, especially because most of us would otherwise avoid this important task.
- Review your investment allocation when there are major events in your life, such as becoming a parent or getting divorced.
- Review your investment allocation if you have changed your retirement date.
- Keep your long-term goals in mind when evaluating your retirement investment.
- Consider consulting with a financial advisor if you feel you don’t have the expertise and information to make an investment allocation decision.
Click here to assess your fitness with the Health and Financial Fitness Assessment. Make sure to take the Employee Financial Fitness Quiz!
About the Financial Literacy Center
The FLC's mission is to develop and test innovative programs to improve financial literacy and promote informed financial decisionmaking.
With support from the Social Security Administration, the Center was established in October 2009 by the RAND Corporation, Dartmouth College, and the Wharton School of the University of Pennsylvania in order to develop educational tools and programs that help individuals prepare for their long term financial stability.
About the Program
Presented by the Financial Literacy Center, a joint center established by the RAND Corporation, Dartmouth College, and the Wharton School of the University of Pennsylvania in order to develop educational tools and programs that help individuals prepare for their long-term financial stability.
Hopes for Retirement
The Dartmouth Project
Increasing employee participation in retirement plans has always been a challenge.
However, researchers at Dartmouth College, through a grant provided by the National Endowment for Financial Education, show that specific low-cost strategies succeed in boosting employee participation rates.
