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Stage One Investing: Getting Started

Article 1 of 3 in Lifetime Investment Strategies Series

I often enjoy telling other people that I married a much older woman, much to my wife's chagrin. She is always quick to point out that we are actually just 11 months apart. "Besides," she says, "age is just a number." I tend to agree with her, even though I would never tell her that. One exception to that rule, however, is your investment strategy which is largely age-dependent.

This is the first of a series of three articles dealing with "Lifetime Investment Strategies." This article will address Stage One Investing which is usually when you are in your 20's and 30's but can also happen later in life if that is when you begin investing.

The first part of Stage One Investing is to make sure your short-term finances are in order.

Once your short-term finances are in order, then you can move to longer-term investing.

Age is just a number, but it is an important number when it comes to investing. If you are a Stage One investor, I would be happy to help you get started. If you are not a Stage One investor, you probably know someone who could benefit from this advice. And, you can watch for next month's article on Stage Two Investing: Building Wealth.

If you have questions or if you would like more information on Lifetime Investment Strategies, you can e-mail me at mhaertzen@wtwealthmanagement.com or call (520) 204-1058.

Sincerely,

Matt Haertzen
Matthew J. Haertzen



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At WT Wealth Management we strongly suggest having a personal financial plan in place before making any investment decisions including understanding your personal risk tolerance and having clearly outlined investment objectives.

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