Asked by Victor  |  Submitted August 24, 2015

I am planning to save for my retirement, where could I invest my money?

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  Answers  |  4

August 25, 2015

First best to interview a few different advisors, ideally an independent one and practices under a fiduciary standard. This will be good for you to get different ideas and thoughts to help guide you in your decision making process.

$commenter.renderDisplayableName() | 09.24.17 @ 05:17

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August 25, 2015

I agree with Michael's answer. Interview at least three INDEPENDENT advisors who practice under the fiduciary standard. Ask hard questions. Find the one that aligns with the way YOU think.

$commenter.renderDisplayableName() | 09.24.17 @ 05:17

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August 25, 2015

I agree with both Michael and Richard. Finding an advisor that works the way you want and that you genuinely like and respect always leads to the most fruitful long term relationship.

$commenter.renderDisplayableName() | 09.24.17 @ 05:17

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May 06, 2016

Yes, we are all in agreement about finding an Advisor that is a great fit. I will take this a bit deeper by first investing in yourself. Then demand from yourself that you will only invest with an ROI that meets your MARR. Armed with this focus, demand that any Advisor managing your money is held accountable for any losses or deviation from your MARR. (Minimum Acceptable Rate of Return)

Feel free to contact us directly about how to enforce this and/or any other investing concerns
It's not what you make, It's what you keep that determines your lifestyle.

$commenter.renderDisplayableName() | 09.24.17 @ 05:17

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