- Short and long term financial goals
- How should you invest your retirement dollars
- Risk tolerance
- Compound annual returns
- Mutual funds, index funds, exchange traded funds
- How much money do you need to retire
Please make sure you completed your net worth statement. Once it is complete, your dashboard will guide you to training, tools and techniques to maximize your investments for the future.
Investing for your future consists of training curricula to help you understand the value of your savings and investments. You will first establish short and long term goals for you and your family. You will then be guided in determining your risk tolerance. It is important that everyone understands how much money they need to achieve their short and long term goals and the returns their investments are providing.
Once you establish goals and understand your investments, we will teach you strategies to save and invest enough and maximize your returns to achieve your goals.
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