Global Wealth Harbor Featured on Investopedia – General Tips for Successful Retirement Investing
- Jiayi (Kristy) Xu, MBA, CFP®

- May 3
- 1 min read

As retirement planning has always been a common subject of interest among clients, I responded to an Investopedia journalist’s request to comment on general tips for successful retirement investing where I discussed time asset pool strategy, rebalancing & reallocation, and formula investing. If you are interested in reading more, please use this link to read the full article.
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*This article is for general education only and does constitute financial advice. For financial advice that is customized to your specific situation, please book a meeting to chat :)


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