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Matt Carver

Personal Finance, Retirement, Investing
71%
Helpful
17
Answers
0
Articles
2
Followers
“Educating others to become financially independent”
Firm:

Primerica Advisors

Job Title:

Investment Adviser Representative

Biography:

Matt serves individual clients as an Investment Adviser Representative holding active Series 65,6,63,26 licenses. He enjoys building relationships and is passionate about helping other people.

CRD Number:

5508035

All Answers
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Most Helpful
    Debt, Retirement, Social Security, Investing
How can my husband and I safely invest money made from the sale of our property to help us in retirement while we live in Mexico and travel?
67% of people found this answer helpful

Be conservative.  Stay away from commission investment vehicles that will lock up your money for long periods of time. Use diversification. Find out if there are ways to be tax efficient. Keep open communication with an advisor as you would a medical doctor for any sudden needs. Have regular checkups and a long term strategy. Enjoy.

Gracias! 

last month
    Investing, IRAs
How should a 24-year-old with $100,000 invest?
32% of people found this answer helpful
March 2019
    Career / Compensation, Financial Planning, Pensions, 401(k)
Should I leave my 401(k) with my old employer, roll it over to a plan my new employer offers, or do something else entirely?
25% of people found this answer helpful
February 2019
    Investing, ETFs, Real Estate
How can I best invest a large sum of money for a year or two if I want to use the money to buy a house?
14% of people found this answer helpful
March 2019
    Banking, Financial Planning, Retirement, Investing, IRAs
In what kind of account can I place a large life insurance check?
0% of people found this answer helpful
October 2018