David Gertz is a financial planner with over three decades of experience when it comes to investing money for retirement purposes. He currently works as a financial adviser at Nationwide Investment Services Corporation.
He has over the years worked with several big companies in order to make big revenues for them. He is considered to be one the finest advisers in the country and graduated with an MBA from the University of Miami. In a recent interview, David talks about how a person can take steps in order to have enough money for retirement.
The first and most important thing that David stresses is failing to plan means planning to fail. This means if a person doesn’t set aside enough money to retire the that particular will be doomed to failure. One thing people can do before they retire is keeping their options open. Saving some money from each paycheck is a good place to start but you want to be sure that it isn’t the only method you use. Options like investing in the market can help provide a secure footing before you retire.
One thing David Giertz says to keep in mind is investing some of the money into the market. This can be tricky based on how much money you invest and how it is invested. If invested properly it can pay off big for the investor. A second thing to keep in mind is saving money in a health savings account. This money is only to be utilized for certain medical reasons but it can be money very well invested down the line.
These are just a few things David points in order to have the best retirement plan possible. There are many options for those about to retire. The best thing is to do your homework.