Investment advice for people in their 40s

Reporter: Dawn Reiss

Publication: U.S. News & World Report


Deadline: Jun 7, 2017 3:00 pm

Looking for CFPS and others to discuss ways investors who have and haven’t been investing should consider investing when they are in the 40s. Please response with answers via email. I will call to follow-up with questions. Please include your name, title, company name, city, state, contact phone and email. Please be as detailed as possible. What are some strategies and methods every day investors should consider, ask when they are in their 40s? For those who haven’t invested yet, how can they get started this late in the game when time isn’t on their side? What are creative ways for people to do this if they work in an office? What are creative ways for people to do this if they work in they work for themselves or a small employer? What are potential problems they need to consider trying to mitigate? What types of tax deferred, non tax deferred accounts are useful? How should one make up for any youthful indiscretions? What retirement calculators, methods should be used? What else haven’t I asked that is important? Under a tight deadline and have to file this on Wednesday.

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