The Magnolia Group at Morgan Stanley
Don Whitehead - Managing Director (713) 965-5060
- Get a professional advisor
- Think about investing for retirement as a marathon not a sprint
- Start investing as early as possible
- Setup retirement goals based on a time horizon
- Focus on saving a percentage of your income
- Pay off your credit card debt
- Understand your risk tolerance
- Diversify your portfolio
- Be a tax-efficient investor
- Work with a fee-only fiduciary advisor
