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all too easy to end up with investments that are inappropriate for your age or financial situation. They may be too risky, too conservative, not properly diversified, or too expensive. Stay away from unscrupulous advisors. Don’t confuse salespeople with advisors.
* Leaving investing to your spouse. If you leave your spouse to do all the planning and investing for retirement, you’ll be at a loss if he or she dies first. To avoid this, you should jointly discuss and agree on your investment strategies, and you should both participate in meetings with your accountant, broker, or advisor.
For additional information contact MacRae Associates at 675-2043.
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