How do you visualize your retirement? Chances are, your expectations are very different from those of past generations - as should be your approach to planning a comfortable, fulfilling retirement.

What's the best way to keep your retirement plans on track? We are a firm believer in portfolio balance as the basis for any sound investment strategy. That means taking a look at the make-up of your overall asset portfolio - 401(k)s, IRAs and other tax-deferred investments, as well as any taxable investments - and developing a simple strategy for managing their risk and return potential:

•   Establishing objectives
•   Developing an appropriate investment strategy to meet them
•   Reviewing progress regularly and making any necessary updates