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.