There is an investment strategy out there for just about everyone, whether you want to be aggressive or preserve your capital long-term. It can be easy to get bogged down in the Investing section of Google, looking at all the articles promising to make you rich in five easy steps. Whether you have been receiving financial planning advice for 30 years or for three months, circling the wagons and looking at your processes is a great idea to make sure you and your advisor miss nothing—and are open to improving. Here are some investment questions to consider.
Remember, early planning puts time on your side. Whether retirement is around the corner or decades away, there are more options than ever to help you plan for it. Let’s look at Individual Retirement Accounts (IRAs) and 401(k) plans, which offer tax benefits that can help you save for your future.