Morgan Stanley - If You've Fallen Behind in Your Retirement Plan
If You've Fallen Behind in Your Retirement Plan
Your Financial Checkup-A Weekly Series From Morgan Stanley
January 2005 (Newstream) --
ANCHOR LEAD: Market volatility over the last three years has caused many investors to fall behind in their retirement savings goals. If you're looking for a way to help rebuild your IRA or 401(k) plan, avoid making rash decisions. Brian Osuch has more. (:55)
SCRIPT: Your Financial Checkup, I'm Brian Osuch. If you've fallen behind in your retirement savings goals, you might feel uncertain about what to do next. When it comes to catching up, remember there are no instant solutions. Morgan Stanley Western regional director, James Mahon, explains.
CUT (Mahon): There is no one strategy that's a solution for everyone, so it's important to work with a financial advisor to develop a plan based on your goals, risk tolerance and time horizons. There's no substitute for a well thought out plan that includes rebalancing when necessary, curbing spending and always remaining realistic.
SCRIPT: Morgan Stanley is currently offering complementary retirement reviews, which include an analysis of where you are now in your retirement situation, and a tailored plan to help ensure you're on the right track. To connect with a Morgan Stanley Financial Advisor or to get more information about the complementary retirement review, log onto www.morganstanley.com. With Your Financial Checkup, I'm Brian Osuch.
EDITORS NOTE: Investments and services are offered through Morgan Stanley DW Inc., member SIPC.
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Produced for Morgan Stanley
Vending Machines Vending Machines News Vending Machines Microfiber
Your Financial Checkup-A Weekly Series From Morgan Stanley
January 2005 (Newstream) --
ANCHOR LEAD: Market volatility over the last three years has caused many investors to fall behind in their retirement savings goals. If you're looking for a way to help rebuild your IRA or 401(k) plan, avoid making rash decisions. Brian Osuch has more. (:55)
SCRIPT: Your Financial Checkup, I'm Brian Osuch. If you've fallen behind in your retirement savings goals, you might feel uncertain about what to do next. When it comes to catching up, remember there are no instant solutions. Morgan Stanley Western regional director, James Mahon, explains.
CUT (Mahon): There is no one strategy that's a solution for everyone, so it's important to work with a financial advisor to develop a plan based on your goals, risk tolerance and time horizons. There's no substitute for a well thought out plan that includes rebalancing when necessary, curbing spending and always remaining realistic.
SCRIPT: Morgan Stanley is currently offering complementary retirement reviews, which include an analysis of where you are now in your retirement situation, and a tailored plan to help ensure you're on the right track. To connect with a Morgan Stanley Financial Advisor or to get more information about the complementary retirement review, log onto www.morganstanley.com. With Your Financial Checkup, I'm Brian Osuch.
EDITORS NOTE: Investments and services are offered through Morgan Stanley DW Inc., member SIPC.
--------------------------------------------------------------------------------
Produced for Morgan Stanley
Vending Machines Vending Machines News Vending Machines Microfiber
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