Securing your future: All about investment planning

Mass Appeal

We are wrapping up our series: Securing your future. From planning, to insurance to investments, we’ve got you covered! 

Today we are talking about Investment planning.

Amy Jamrog is a Wealth Management Advisor for The Jamrog Group and she joins us with helpful advice. 

Investment planning – why is it important?
    Most people need to save for their future, whether it’s for a short-term goal like a house down-payment, or a medium-term goal like college funding, or a long-term goal of retiring. In order to achieve these goals, you need to invest! Understanding the fundamentals is important in order to make the right decisions about your future:

Three Quick Investment Tips:

1.    Understand asset allocation and diversification. 
2.    Consider the impact of taxes today and tomorrow. 
3.    Be clear about your investment time horizon. 


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