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Getting Started

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Invest in a Relationship

Wife hugging her husband and smilingThe money you save will likely make up a significant portion of the money available to you in retirement. To ensure you have enough to meet your goals over the long term, it’s important you start as early as you can by investing both in your employer’s plan and on your own.

It’s never Too Early – or Too Late – to Start Investing!

When should you start saving for retirement? Right now! Whether you’re just out of school, at the peak of your career, or winding down after decades of work, retirement is something you should continually be saving for.

Setting Financial and Investment Goals

Setting goals is a very important part of financial planning. Before you actually invest your money, you should take time to consider and set your personal financial goals. Learn more

Put Time on Your Side with Compounding

When saving for retirement, your greatest asset is time. When you start early, the investments you make have a greater chance to compound over time. And when you invest through a tax-advantaged retirement account, your earnings can compound tax-deferred until you’re ready to withdraw the money. Learn more

Taking Advantage of Employer-Sponsored Retirement Plans

Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. If your employer offers such a plan and you're not participating in it, you should be! Once you're participating in a plan, take full advantage of it. Learn more

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Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives. Click to view the Cetera Investment Services Privacy Policy and other Important Information. Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.
Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
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