Michelle Tucker, CPA/PFS/CFP®/JD
michelle@3dwealthadvisors.com
 
 




Basic Retirement Planning

Investing for Retirement

Keep in mind ...

  • A well-diversified portfolio can help balance risk. Diversification is a method used to help manage investment risk, it does not guarantee a profit or protect against investment loss
  • The earlier you start investing, the more you could contribute over the course of your working lifetime
  • By starting early, your investments would have a longer period of time to compound
  • With a longer time frame, you may have a larger choice of investment possibilities

What to do ...

  • Assess your risk tolerance
  • Determine your investing time frame
  • Determine the amount of money you can invest
  • Choose investments that are appropriate for your risk tolerance and time horizon
  • Seek professional management, if necessary

Note:  All investing involves risk, including the possible loss of principal.




Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2024.