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Safe Money Investing

Five Aspects of a Safe Money Investment Plan:

  1. Guaranteed annual growth.
  2. No loss of principal or gains in a market crash.
  3. Liquidity – you can access your money quickly. 
  4. Control – you should control the money in your plan – not the government.
  5. Favorable tax treatment.

Gerry's Rules on Investments

Rule No. 1: Never Lose Money on Investments          Rule No. 2: Never Forget Rule #1