YOU CAN DO IT! IT’S EASIER THAN YOU THINK. No one is born knowing how to save or to invest. Every successful investor starts with the basics. A few people may stumble into financial security—a wealthy relative may die, or a business may take off. But for most people, the only way to attain financial security is to save and invest over a long period of time. Time after time, people of even modest means who begin the journey reach financial security and all that it promises: buying a home, educational opportunities for their children, and comfortable retirement. If they can do it, so can you! KEYS TO FINANCIAL SUCCESS: Make a financial plan. Pay off any high-interest loans. Start saving and investing as soon as you've paid off your loans. What are the things you want to save and invest for? a house a car an education a comfortable retirement your children medical and other emergencies periods of unemployment caring for parents Make your own list and then thin...
Our amazing capacity to do good for people who trust us (and for their heirs), and our ability to integrate investments into a total financial plan, these are the essence of the wonderful profession we've chosen. And perhaps the most important thing is: you'll never have to worry anymore.