3 Steps in Building Investments for Triangle Seniors

old peeps Simon Howden,freedigitalphotoEventually every Baby Boomer in North Carolina will age gracefully into their 80’s and 90’s. Creating an investment strategy early for financial goals is always good policy. It is not as difficult as most people would think, and our professional team at All About Benefitting Seniors can help Baby Boomers create an effective investment plan by using three simple steps.

We have a team of Certified Senior Advisors (CSA) who work with local Apex and Triangle seniors to help them manage their finances. These CSA’s are knowledgeable and experienced when it comes to building investment plans. It does not matter what the goals might be, our CSAs will carefully look at trends in the market, the different types of investments, risk tolerance, affordability, and more.

AABS offers as a general rule, three simple steps in creating an investment plan:

  • Build the plan:  First and foremost, define goals and then work towards them. An investment plan can be one goal or several goals. Common goals are retirement, general investing, college education, or money to start a new business.
  • Choose portfolio Investments:  Consider risk tolerance when choosing stocks or funds. Look at different money markets, stocks, bonds, high risk, and low risk investments for each goal. Follow several funds daily or weekly to see how they are doing on Morningstar.
  • Manage and review the portfolio:  Be sure to regularly review your investments. It is important to stay on track by looking at your overall investment plan regularly.

Of course, Baby Boomers will need to ask themselves some important questions regularly to manage their portfolios. Has a life event changed the financial situation? Has the economy changed?  How much money is needed for each goal? We can help with answers that will support the building of the financial portfolio.

Creating an investment portfolio is an important decision and at AABS, we want to help seniors achieve their goals. We have the financial tools and resources for senior investment plans. Stop by our office in historic Apex and let us help build your investment portfolio.


This is an information only post and is not considered to be legal financial advice but is meant to be helpful to all those who read it. It is brought to you by the professional team at AABS, INC., located in Apex, NC.

Call us at 919 303-3345 or email us at: info@aabsinc.com

Visit our website: www.aabsinc.com

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PO Box 1677

Apex, NC 27502

Photo Credit:  Simon Howden, freedigitalphoto.net

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