You're in the Investing for Retirement Stage!
You have a well-established savings habit, an emergency fund and the peace of mind that comes with it, and no high-interest debt! You're in the perfect spot to put your money to work for you and make serious progress toward financial independence.
The next step in your journey is to save and invest in your retirement accounts. The magic of compound interest is powerful, and the sooner you begin (and the more you save) the more you will benefit from that momentum throughout your life. Once you're contributing the yearly maximum, you'll be ready for additional taxable investments and/or low-interest debt payoff.
Want affordable ongoing personal finance guidance?
The Mindful Money Membership exists to bring financial education, behavioral financial coaching, and supportive resources to everyone.
Become a member, and get your questions answered, like...
- How much should I be saving for retirement?
- What should my portfolio look like?
...and more, during twice-monthly live online meetings providing you with financial insights and helping you stay the course.
Financial Education Courses for You
Fine-Tune Your Life Vision
A clear and intentional vision of your ideal life is the guiding force behind your financial plan. Your vision is dynamic, just like life. It's never a bad idea to set some time aside to check in with yourself and refine the values that will direct your journey.
Gain a Deeper Understanding
This mini-course will teach you how to get the most out of investing, so your retirement accounts will be working hard for you and your future.
Includes videos, text-based lessons, workbook pages, and a bonus module: Bear Market Survival Guide!
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Jonathan K. DeYoe is the founder of Mindful Money. The opinions voiced are his. All opinions and accompanying materials are for general information only and are not intended to provide specific advice to any individual. Past performance is no guarantee of future results. All indices are unmanaged and cannot be invested in directly. Investing involves risks including possible loss of principal. There can be no assurance that any technique or strategy discussed on Mindful Money will be suitable for any particular investor and there is no guarantee of any specific outcome. Mindful Money renders no individual advice. If you have the minimum investment of $1,000,000 and are seeking individual advice - please click the Reach Out button and select “One-on-One Advice” from the services drop down menu. Jonathan loves connecting people with excellent advisors.