TAKE SMALL STEPS TO INCREASE YOUR INVESTMENT RETURNS
Biggest Financial Wealth Robbers:
- Losses
- Inflation
- Taxes
- Expenses
Wealth Builders:
- Own Stocks – the one asset class that has historically beaten inflation
- Own companies with track records of dividend increases
- Review fees: Are you getting your money’s worth from financial advisors and money managers?
- Pay attention to tax consequences
- Maximize contributions to tax-deferred accounts
- Put highest taxed investments in tax deferred accounts
- Consider municipal bonds
- Avoid high-turnover funds
