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Change of Address YMCA Retirement Fund Yretirement  Form

Change of Address YMCA Retirement Fund Yretirement Form

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two things that need to be revisited as you get closer to retirement are your asset allocation and your asset location in today's video i'm going to explain what each is the importance of each how each is connected to each other as well as how each is connected to the rest of your financial plan hey everybody i'm james canoll founder of root financial partners and i'm here to teach you what you need to know to create a secure retirement asset allocation and asset location is someone just getting their words mixed up and saying the same thing in different ways no they're very different things asset allocation determines how you allocate your assets so how are you spreading out the money in your investment portfolio at a high level you can allocate your investments into stocks bonds and cash and alternatives potentially now that's high level asset allocation within that you can choose different types of stocks are you investing in large com

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