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September 14, 2015 | Minding Your Money at 3 Critical Checkpoints

Adrian Mastracci

Adrian Mastracci, Discretionary Portfolio Manager, B.E.E., MBA. My expertise in the investment and financial advisory profession began in 1972. I graduated with the Bachelor of Electrical Engineering from General Motors Institute in 1971. I then attended the University of British Columbia, graduating with the MBA in 1972. I have attained the “Discretionary Portfolio Manager” professional designation. I am committed to offering clients the highest standard of personal service by providing prompt, courteous and professional attention. My advice is objective, unbiased and without conflicts of interest. I’m part of a team that delivers comprehensive services and best value in managing client wealth.

Think of managing your wealth as running a marathon, not a sprint.
It’s a long journey for most people.

Today, life expectancy can touch age 90, perhaps more.
Each decade building on previous financial progress.

Successful money management requires consistent discipline.
Keeping your big picture always within sight.

Pay close attention to the money checkpoints as your journey unfolds.
Your mission is to deliver a couple of must accomplishments at each checkpoint.

Missing just one can be very costly.
Especially, when it impedes or rolls back your financial progress.

The 20s: Getting Going

Your must accomplishments:

Accumulate your “human capital”.
Develop sound, sustainable money habits.

The 40s: Mid Way

Your must accomplishments:

Get serious about saving and investing.
Design your asset mix and invest within it.

The 60s: Retirement Ready

Your must accomplishments:

Accumulate all your retirement capital.
Transition to what retirement means to the family.

Keep your money missions simple and straightforward throughout each checkpoint.
The 3 highlighted have more importance to most families.

Continued good habits and processes contribute to reaching family goals.
Steadily minding the money delivers in the long term.

The more you look after the finances, the better is the possible outcome.
A welcome payoff is reaching your retirement destination sooner.



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September 14th, 2015

Posted In: Adrian Mastracci Blog

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