Curious about how to smartly invest for both your short- and long-term aspirations? We're addressing your inquiries in this special Mailbag episode.
This week, we're thrilled to answer your insightful questions after our latest episode #288: Investing For Short And Long Term Goals. Joining us is Ryan Viktorin, a Vice President and Financial Consultant at Fidelity Investments. She specializes in assisting affluent individuals and families with retirement and legacy planning, tax minimization, and investment strategies. Outside of work, she enjoys being a mom to her twin boys.
Tune in as we help a listener decide what to do with her liquid savings for a house down payment. We also provide guidance to another listener unsure about selling investments in a taxable account, along with advice for someone looking to enhance her retirement savings.
Thank you for reaching out with your questions! If you have something on your mind, don't hesitate to connect with us at info@savinghunt.com!
