The Question
Using a robo advisor in our 40sUsing a robo advisor in our 40s
If we are in our 40’s how much % of our life savings we should invest on robo advisor index investment account?
Hi Diana,
The right percentage depends on your overall financial picture, risk tolerance, and long-term goals. In your 40s, it’s generally advisable to have a well-diversified investment strategy rather than relying solely on a robo-advisor. While index investments can be a great low-cost option, consider how this fits into your broader plan, including retirement accounts, taxable investments, and emergency savings. A financial advisor can help tailor a strategy that aligns with your specific needs and risk profile. If you’d like guidance, feel free to reach out.
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