Financial Answer Center
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Setting a financial goal for your retirement investment strategy should be your first step. To help you accomplish this goal, consider the following questions:
The investment strategy you develop to reach your retirement goal depends on the answer to all five questions, but your tolerance for risk is the most important factor in determining which investments you choose.
One of your basic objectives should be to achieve a long-term rate of return that is at least 3% above the long-term inflation rate. Keep this in mind as you think about your retirement goals.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. United Wealth Management is a trade name of United Bank. Infinex and United Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.