Tuesday, February 25, 2014

Plan Your Attack!

Plan your attack then attack your plan! The key word in this age-old saying is plan. Today is a great day to set some goals, get a plan going and then get going on the plan. The average investor has underperformed the S&P 500 by almost 4% for the last 20 years due to getting in and out of the market at the wrong times*. We feel that this is largely because of a lack of measurable goals. There are many ways to estimate what your required spending will be in retirement planning. Please ask us if you need help with this. These numbers will help you set a savings goal for today. Just remember, if you know where you are going it’s a lot easier to get there. We can help you set your goals, plan your attack and decide if you have financial independence for today and tomorrow. * DALBAR study Quantitative Analysis of Investor Behavior (QAIB) 3/2013