For the average person, understanding different investment, the choices you have on the employer-sponsored plans, the risk each different options entails, etc…it’s just flat out confusing!  If you have not spent a lot of time educating yourself or just simply do not have the interest level required to understand the intricacies of investing, you might not be very optimistic about your own abilities to create the financial portfolio you need for retirement.  Even worse, you may have hired a financial adviser or a broker thinking they may help you with your investments and do it in a way that you understand, only to walk out of his/her office even more confused and distraught!

So, what do you do and what do you REALLY want your retirement money to do for you?  Good question.  Here are the 4 Core Principles that every investor wants out of their retirement money:

  1. Growth
  2. Safety
  3. Income
  4. Liquidity

Some advisers will try to get you to focus on only one or two of these principles, but you actually a blend of all four.  You need some level of each.  But how do you do this?

Call our office to discuss further toll free at 877-284-8929 to learn more.

 

Matt Nelson, president and host of Income For Life Radio

877-284-8929 toll free

www.IncomeForLife.org