Peace of Mind Retirement Workbook

Investing is simple-but not easy! Studies show that over 90% of a person's probability of investment success is tied to getting their portfolio properly allocated. Most investors, however, seem to spend their time on the remaining portions that add very little to their success, such as market timing and stock selection. Once an investor gets their allocation correct, they are faced with an even more daunting task-keeping it properly allocated amidst all of the media hoopla to change. Our work today centers on identifying what is important in investment planning, how to do it correctly, and in determining if you can do-it-yourself or if you need help. We will explore how to find investment and retirement success without having to indulge in all the gimmicks you hear from the media and with the intent of bringing you peace of mind.