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How I was able to retire at 55

How I was able to retire at 55

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The Magnolia Group at Morgan Stanley

Don Whitehead - Managing Director (713) 965-5060

  1. Get a professional advisor
  2. Think about investing for retirement as a marathon not a sprint
  3. Start investing as early as possible
  4. Setup retirement goals based on a time horizon
  5. Focus on saving a percentage of your income
  6. Pay off your credit card debt
  7. Understand your risk tolerance
  8. Diversify your portfolio
  9. Be a tax-efficient investor
  10. Work with a fee-only fiduciary advisor


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