Pre-Retirement

Wealth Accumulation

Although some people seem to believe otherwise, accumulating wealth has relatively little to do with winning the lottery of finding just the right investment scheme. The ability to accrue wealth requires a commitment to four not-so-simple tasks. You need to:

  • Earn money
  • Save money
  • Invest money wisely
  • Manage risk effectively

One of the biggest mistakes many Americans make is taking distributions from their retirement plans when they change jobs. Learn more about by reading Retirement Plan Distributions.