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What to do After Estate Planning is Established

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Know Risk - Know Reward

Know Risk - Know Reward

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Join me, Mansuur Bey, in taking a serious look at setting up a financial investment plan after establishing estate planning.

The good news is that you do not need to pay a professional broker to make up an investment portfolio -- you can do this yourself. Your goal is to compile a diversified portfolio. The key to accomplishing this is in determining which asset classes to include and their respective percentages, diversifying your holdings, periodically re-balancing your portfolio, and consistently funding your portfolio over your employment career. The effects of compounding interest really becomes evident after the 10th year.

For a complimentary 20-minute insurance planning strategy session, visit www.MansuurBey.com for scheduling an appointment, and be sure to follow me on all my social media platforms.

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