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Invest Wisely: 4 Ways to Succeed in Retirement

by AOG Wealth Management

Are you effectively planning for your retirement? What standard of living do you imagine having when you do? Many retirees see themselves with the resources to travel, play golf whenever they want to, or even spoil their grandchildren. For millions of men and women in the country, however, insufficient savings throughout their employment years make their retirement dreams difficult to achieve financially.

Invest Wisely

One of the best ways to ensure your financial security is to place your retirement funds in the appropriate investments. Your retirement money needs to last for your lifetime, after all, so it’s important to be smart about your investment decisions. AOG Wealth Management, the leading wealth management company in the region, shares these important tips when investing your funds:

  • Develop Realistic Expectations – Whether you’re investing for the first time or not, you should have a diversified portfolio. This goes hand in hand with an asset allocation model, which will tell you how much of your retirement funds should be in stocks versus bonds for example. When developing your portfolio, be sure to set realistic expectations, considering that there will be years when you’ll have lower returns than other years.
  • Understanding Investment Risks – There’s no way to tell the future performance of an investment.  Therefore, you need to understand the basics of investment management and learn about the trade-offs necessary to achieve your financial goals. A diversified portfolio can help you create your own mixture of appropriate investments and if this includes riskier investments, the diversified portfolio can protect you from wide swings in volatility.
  • Consult Financial Experts – Why go it alone? Part of the investment process is to educate yourself and seeking professional advice can be a helpful way to increase your understanding of investing. For a more comprehensive consultation, be sure to visit one of our financial advisors at AOG Wealth Management.

Here at AOG Wealth Management, you can get a consultation with an expert wealth management advisor. Our specialists can walk you through the basics of retirement investments, as well as the deeper and more important financial principles that apply to your specific situation and financial goals.

Let us help you grow your retirement money. We serve many communities around the region, including Ashburn, VA, and Washington, D.C. To schedule a complimentary consultation, call us at (866) 993-0203 or complete our form today.

Securities offered through TD Ameritrade Institutional Services located at 7801 Mesquite Bend Drive, Suite 112, Irving, TX 75063-6043. Investment advisory services offered through AOG Wealth Management, Inc. AOG Wealth Management, Inc. is neither an affiliate nor subsidiary of TD Ameritrade Institutional Services.

The article and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual.  We suggest that you consult your accountant, tax, or legal advisor with regard to your individual situation.

Category: Blog