Saving for the future doesn’t need to be stressful or intimidating. No matter how much or how little you know about investing, a Janney Financial Advisor can help amplify your wealth — wherever you are on your financial journey.
Concerns such as investment risk and market volatility take on increased importance as you draw closer to retirement age. Balancing growth with assets you already have becomes paramount.
The old idea of moving from stocks into bonds as retirement nears worked fine when most retirements only lasted a decade – not anymore.
After a decade-long bull market, your 60/40 target mix of stocks and bonds might now look more like an 80/20 allocation. Is it time to rebalance?
Close to paying off your mortgage? Consider redirecting that monthly payment into your investment account for added growth.
If you’re age 50 or older, you can make an extra catch-up contribution to your 401(k) and IRA each year. (Source: IRS.gov)
You don’t need to go it alone. We can help you navigate financial questions and give you greater confidence about the future.
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