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Shift Investment

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"Time to get your investment house in order."


As you pack, remember the adage, "A place for everything, and everything in its place." This applies to investments, too. So why not take a moment to organize them as well? Deliberate decisions today may make all the difference in helping achieve goals tomorrow. Here are some steps you may want to take, whether your money's staying or going.




"Cleanup goes hand-in-hand with inventory."

Pencils up. Let's take a quick inventory of what you've got today. Take a minute to print and fill out our handy investment inventory checklist. It can help you decide to shift investments or leave them be.


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Advisory services provided through ING Financial Advisers, LLC (member SIPC).
This information is not intended to be tax or legal advice. ING does not offer tax or legal advice. Consult your own legal or tax advisor regarding your specific situation.
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