First Time Investor

Whether you identify as a Millennial or Gen X’er the decisions you make today about your financial future will have a profound impact on your quality of life later. Take advantage of one of the most powerful forces we know, the power of compound growth, to let a modest amount of savings transform into an asset that cares for you for the rest of your life. Create a financial plan and use technology to automate your savings and investments. The most important thing you can do is to simply get started!

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When contributing to a company 401k, if there is an employer match, consider setting your contribution rate at a level that at least gets you the full match. Don’t leave free money behind.

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Consider the ROTH option for 401k contributions if available from your employer or look into opening a ROTH IRA as growth in ROTH accounts can be withdrawn tax free in retirement. This does require you to make contributions in after-tax dollars however.

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Try to avoid taking on excessive debt. The faster you can learn to live without a credit card the better. Living within your means and setting a savings plan will enable you to build wealth over the long-run.

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How do you Stack Up?

For younger people, retirement seems like a lifetime away. But that shouldn’t keep you from thinking about it now. The great thing is, more younger investors are taking control of their retirement plan. See how you compare!

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