FINANCIAL PLANNING

TOP DOLLAR INVESTOR

WHY YOU NEED AND INVESTMENT PLAN

Do you ever wonder how much you really need for retirement?

Do you feel unsure if you are investing your 401(k) optimally or wonder if you are earning too little return on your money?  These are all questions that a good investment plan will cover.

Having an investment plan will save you the time and stress of doubting your money decisions so you can spend more time living your best life.

Make an Investment Plan

You can play with the allocations of different assets to understand how your savings may grow with more savings in risky assets (such as stocks) as compared to bonds or cash.

Stock Market Risk Tolerance

I always recommend diversifying using index mutual funds or ETFs.  These funds allow your investment to gain all the benefits of growth and dividends while removing most company-specific stock risks.

You should test several different allocations between stock, bonds, and cash (and for more sophisticated investors- commodities, real estate, and alternative types of investments) to determine what total value your net worth could grow under different allocation options.

TOP Dollar Investor

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