Saving for Retirement

Saving money in the right plan, with the right mix of investments will put you on the path towards a comfortable retirement.

Investing Your Retirement Money

A “wise” rule of thumb for retirement planning is to take your age and make that the percentage of your portfolio invested in bonds, so a 55-year-old would have 55% of their portfolio in bonds and 45% in stocks.

Many retirement plan participants could do worse than following this simple rule; however, too many ends up chasing returns and forgetting about asset allocation and the need to diversify their portfolio.

That is why an experienced–26 years– knowledgeable and local financial advisor is invaluable.

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