While many people realize the importance of starting to invest at the earliest possible age, not everyone gets around to it. Whether it’s due to other financial commitments like mortgage payments or simple procrastination, some people find themselves starting portfolios in their middle years.
They may be anxious that they’ve missed the chance to plan for retirement, or provide for their children. Assure them it’s not too late, and explain investing basics, with these articles from AdvisorToClient.
Other helpful tools on AdvisorToClient include Action Steps, Conversation Starters and ready-to-go client Worksheets and Presentations. You can also print these articles to pass along to clients, or share them using Twitter and LinkedIn.