Many women are more involved with their finances today, but are they getting the most out of their investments?
To take full advantage of the markets and ensure your money matters are sound today and tomorrow, it is important to take control of your financial future. Here are a few tips to help you get started:
- Be involved in your money matters
- Develop the ability to manage your own assets
- Do your homework
- Put your needs first
- Step outside your comfort zone
For more information on how to take an active role in your finances throughout the different phases of your life, check out this guide from NY Life/Mainstay Investments, Savvy Investments for Her.
Also, join us for a complimentary seminar on Retirement Issues Facing Women on October 12th.
Please contact Steve Lindquist at 775-789-3140 if you have any questions or want to talk through these considerations today.
Steve Lindquist
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Registered representative offering securities and advisory through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is not affiliated with any other named entity. CA Insurance License #0G30574
Investments are not deposits; not NCUSIF insured; and not insured by any federal government agency. No credit union guarantee. May lose value.
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Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer’s official statement and should be read carefully before investing.
Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investing in any state’s 529 Plan.
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