It’s Never Too Early (or Too Late) for Healthy Money Management
Aug 30, 2024 12:00AM ● By Twin Cities
Jody McDonough, Financial Advisor at St. Croix Wealth Management
Investing in your financial future does not take a lot of money. For those who are just starting out, the value of investing and working with a Financial Advisor can make a big difference. “Do you or your children, nieces or nephews need to start an investment account or Roth IRA? It is a game changer the earlier you start, but it’s never too late either,” explains Jody McDonough, Certified Financial Planner at St. Croix Wealth Management, in Oakdale.
Have you heard of the “fragile years” with respect to retirement savings? That is a term used for 5 years before your retirement date and into retirement. This is because a downturn in the market can have adverse effects on the retirement date and your cash flows in retirement. Many people who have not used a Financial Advisor up to this point will now seek help.
With over 24 years of experience as a Financial Advisor, Jody has assisted individuals in achieving their financial goals with wealth management by listening, providing direction and instilling confidence. Her holistic approach includes thorough discovery, non-judgmental understanding and navigating the complexities of the financial markets.
Have you heard of the “fragile years” with respect to retirement savings? That is a term used for 5 years before your retirement date and into retirement. This is because a downturn in the market can have adverse effects on the retirement date and your cash flows in retirement. Many people who have not used a Financial Advisor up to this point will now seek help.
With over 24 years of experience as a Financial Advisor, Jody has assisted individuals in achieving their financial goals with wealth management by listening, providing direction and instilling confidence. Her holistic approach includes thorough discovery, non-judgmental understanding and navigating the complexities of the financial markets.
Jody McDonough is a Certified Financial Planner at St. Croix Wealth Management, located at 7815 3rd St. N., Ste. 201, Oakdale, MN. She can be reached at 651-491-8295 or [email protected].
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
