Description

The Magnolia Group at Morgan Stanley

Don Whitehead - Managing Director (713) 965-5060

1. Get a professional advisor
2. Think about investing for retirement as a marathon not a sprint
3. Start investing as early as possible
4. Setup retirement goals based on a time horizon
5. Focus on saving a percentage of your income
6. Pay off your credit card debt
7. Understand your risk tolerance
8. Diversify your portfolio
9. Be a tax-efficient investor
10. Work with a fee-only fiduciary advisor