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It’s never too early to invest in your family’s future, and even a small investment can make a big impact when allowed to compound over time.
Reaching Your Goals
Sometimes just getting your short- and long-term financial goals on paper can assist you in putting together a plan to reach them and help you stay focused. If you would like help mapping-out your goals and finding tools to help you reach them, talk with us!
Balancing Liquid Cash With Investments
Liquid cash – or cash that you can access easily without penalty – is a must. This is simply the money that sits in a savings or checking account. It’s important to keep a percentage of your money liquid so you can access it to pay bills, pay living expenses, and even have some tucked away for emergencies.
However, it’s also important to make investments with a portion of your net income. This is money placed in non-liquid products that typically do incur a penalty if you withdraw it outside of pre-determined timeframes. Often times it’s recommended to invest 10% of your net income into these products.
How to Invest
There are many different ways to invest these days: by phone, online or through a broker, who can set up an investment account that suits your needs. The important thing is that now, more than ever, it’s easy for you to learn about, understand and then choose an investment plan that’s right for your family.