The temptation to let all of your finances run themselves can be high after retirement. Fact of the matter is, you should never let your finances run on autopilot. Even if you think they are safe from market fluctuations or financial crisis, maybe your money is not doing all it can for you or your retired loved ones. Here are some tips to ensure that you do not let retirement funds run on autopilot.

Meet With a Financial Advisor

Having a retirement planner when you are in retirement might seem like it does not make sense. Having a professional help and guide retirement funds can be critical to having a successful retirement. Meet with a financial advisor at least twice a year, if not quarterly to make sure you are taking advantage of all your money can do for you.

Stay Educated

While it may seem a daunting task, stay on top of the latest financial information. If you or your loved one are having trouble understanding the latest tax law changes or movements in the market, don’t be afraid to consult professionals who can assist you in this type of planning.

Read and Understand Performance Reports

The best way to know how your money is performing is to take a look at the reports. If you are working with a planner, make sure they provide you with this information regularly so you know where your portfolio stands.

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