Show More

Investing Now vs Later

The stock market is kindest to those who stay faithful to it longest. To see this, consider investors Jack, Jill and Joey.

Jack starts investing $200 per month when he's 25. By age 65, his portfolio is worth more than $520,000.

Jill doesn't start investing until age 35. She also contributes $200 per month, but by 65, her portfolio is only worth about $245,000.

By waiting ten years to start, she ends up with less than half what Jack accumulates.

Joey, the late bloomer, starts investing $200 per month when he's 45 and after 20 years has only $100,000.

Different Life Stages

What’s right for your money now won’t necessarily be so in the future. We are here to help you plan for every stage. 

Ages and Stages

Post-Secondary and Early Career Years

Family and Career Building Years

The Pre-Retirement Years

Early Retirement Years

Later Retirement Years

Protect your Principal

& Generational Transfer 

There is an investment product that is creditor protected, by passes your estate ,grows tax free and your principal is 100% protected.

  • LinkedIn
  • Facebook

© 2020 by Latitude Wealth Management Inc