Asked by gracie  |  Submitted April 07, 2016

With the economy so uncertain I am concerned about investing my retirement money, but I realize that if I don't invest it will dwindle. What are your ideas about investing for retirement?

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  Answers  |  1

April 07, 2016

Hi Gracie.
Are you needing to invest this yourself or do you need someone to invest it for you?

As a starting point (use your own numbers here):
A $100k portfolio using a Compound Annual Growth Rate (CAGR) of 5% will after 30 years become $400,000
A $100K portfolio using a CAGR of 15% will after 30 years become $6.4 million
As an Investment Manager, I can help you with either of these by investing it for you or you can do this yourself. Your choice. Keep in mind that you need to know what you are doing and have the discipline to do it.

Here are some questions for you to focus on:
Where is your retirement money currently invested?
What are your needs in retirement?
Do you know where you are financially?
Do you know where you need to be financially?

Contact us directly to discuss this in greater detail. No obligation.
We also offer educational workshops on various investing topics.

It's not what you make, It's what you keep that determines your lifestyle.

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