Investing Tips Waldorf MD

Good investing can bring peace of mind, security and the lifestyle you and your family want to live. On the other hand, poor investing or not investing can cause a lot of personal and family stress.

Carolyn Walder
Lifetime Wealth Planning and Management LLC
(703) 519-1254
120 Waterfront Street, Suite 410
National Harbor, MD
Expertises
Ongoing Investment Management, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Carolyn Walder
Lifetime Wealth Planning and Management LLC
(703) 519-1254
211 North Union Street, Suite 100
Alexandria, VA
Expertises
Ongoing Investment Management, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Thomas Conway
Connemara Fee Only Planning, LLC
(301) 998-6595
1300 Pennsylvania Avenue, NW - 7th Floor
Washington, DC
Expertises
Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Estate & Generational Planning Issues, Planning Issues for Business Owners, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, JD

Mrs. Kimberly J. Rosenfield, CFP®
(301) 645-9304
PO Box 880
Waldorf, MD
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management

Data Provided by:
Mr. Frank L. Nelson, CFP®
(301) 396-4647
8200 Bishopsgate Ln
White Plains, MD
Firm
Nelson Financial Planning Services, Inc
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Estate Planning, General Financial Planning, Government and Military
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Timothy Wesling
Wesling Financial Planning Services Corp.
(703) 535-8280
101 N. Columbus Street, Suite 402
Alexandria, VA
Expertises
Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Estate & Generational Planning Issues, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, AIF, CDFA, CFP®, CMFC

Scott Walker
Alexandria Financial Associates, LLC
(703) 671-5959
4900 Seminary Road, Suite 105
Alexandria, VA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, College/Education Planning, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Mr. Robert T. Ramos, CFP®
(301) 885-0955
603 Post Office Rd Ste 106
Waldorf, MD
Firm
Wealth Management Partners, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Government and Military, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Charles L. Rosenfield, CFP®
(301) 396-3188
PO Box 880
Waldorf, MD
Firm
Morgan Stanley Wealth Management

Data Provided by:
Mr. Richard P. Bulcavage, CFP®
(301) 283-6141
1801 Springvale Ct
Accokeek, MD
Firm
Money Concepts

Data Provided by:
Data Provided by:

Investing Tips

Provided by: 

User Image By TopTenReviews Contributor

A financial advisor and friend once told me, ”It doesn’t matter how good of job someone has, if they want to acquire wealth in this life, at some point they are going to have to invest in something.” Investing is something most people will do during their lifetime. They may invest in real estate, life insurance, stocks, bonds, mutual funds or a simple 401K.

Good investing can bring peace of mind, security and the lifestyle you and your family want to live. On the other hand, poor investing or not investing can cause a lot of personal and family stress. Here are a few basic ideas and tips for someone just beginning his or her portfolio:

Start Young

Albert Einstein supposedly called compound interest “the eighth wonder of the world.” The younger you start investing, the less you will have to invest to enjoy the same yield. For example, suppose you have a retirement goal of $500,000 and you want to retire at age 65. (For this example, we’ll use an average return of 6%)

If you start investing at age 35, you will have to invest $498 each month for 30 years for a total of $179,191 to reach you goal. However if you begin to invest at age 55, you will have to invest $3,051 each month, or a total of $366,123 to reach your retirement goal. Money invested while you are young yields a much higher return.

Read the complete article at TopTenReviews.com

Related Video

When Is it Right Time to Invest? (GoodFinancialCents.com)




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