3. Review: Keep your strategy fresh


A regular review of your income and investment strategy is an integral part of making your savings last. If changes in your health, living situation or other unexpected life events circumstances occur, your PlanMember Financial Professional will work with you to adjust your strategy as needed.

Tip: Ask questions

Your PlanMember Financial Professional is your advocate for a financially stable retirement, so when you have questions, reach out. Don’t make rash decisions or changes without speaking with your professional as changes you make to your investment or income strategy can have an impact down the road.