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Keep the Same Investment Strategy Regardless of Your Stage in Life

Keep the Same Investment Strategy Regardless of Your Stage in Life

The markets do not care what stage of life you are in. I know that sounds funny, but we can sometimes think we should invest differently because of something going on in our own life.

Invest Everything Above Your Savings Target in Your Long-Term Portfolio

Invest Everything Above Your Savings Target in Your Long-Term Portfolio

Your Savings Target is the amount you want in savings so by definition, anything above this amount should be invested in your Long-Term Portfolio.

Consider Taxes When Making Withdrawals

Consider Taxes When Making Withdrawals

I know that might sound odd as we tend to save throughout our working life and even sometimes well into our retirement years. But there will be times you need to withdraw your savings and it’s important to consider the tax implications.

Pay Your Taxes and Be Happy

Pay Your Taxes and Be Happy

The goal with taxes is not to pay the least amount of tax – it’s to keep as much as you possibly can. There are lots of strategies out there designed to minimize taxes, and unfortunately, many of them also minimize what you take home.