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A Year-End Portfolio Review in 7 Easy Steps

Check up on your portfolio’s health and that of your whole plan as the year winds down.

Morningstarx rayAmy arnottFederal reserveFidelity investmentsSocial securityRetirement income calculatorRetirement nest egg calculatorAssess your assetMorningstar investorMorningstar lifetime allocation indexesBlackrock lifepath indexAssess suballocationsMorningstar style boxGauge inflationInflation protected securitiesMorningstar ratings

A Year-End Portfolio Review in 7 Easy Steps

Check up on your portfolio’s health and that of your whole plan ahead of tax season.

Morningstarx rayAmy arnottFidelity investmentsFederal reserveSocial securityRetirement income calculatorRetirement nest egg calculatorAssess your assetMorningstar investorInstantx rayMorningstar lifetime allocation indexesBlackrock lifepath indexAssess suballocationsMorningstar style boxGauge inflationInflation protected securities

A Year-End Portfolio Review in 7 Easy Steps

Check up on your portfolio's health and that of your whole plan as the year winds down.

Morningstarx rayAmy arnottFidelity investmentsFederal reserveSocial securityRetirement income calculatorRetirement nest egg calculatorAssess your assetInstantx rayMorningstar lifetime allocation indexesBlackrock lifepath indexAssess suballocationsMorningstar style boxGauge inflation protectionInflation protected securitiesMorningstar medalist

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