Building a Foundation for Investing Success
- Free
- No Reviews
- 0 Favorites
BUILDING A FOUNDATION FOR INVESTING SUCCESS is an Action Guide from the "When I'm 65" program. It describes basic investments, how to invest, and potential pitfalls. It also includes five keys to investing success and how to find the best professional adviser for your situation. Videos and Facilitator Slides are also available.
- Provider
- Investor Protection Trust
- Author
- Investor Protection Trust, Investor Protection Institute and Kiplinger's Personal Finance
- Price
- Free
- Published / Released Year
- 2018
- Resource Categories
- Information
- Resource Type
- Booklet/Pamphlet, Downloadable resources, Teaching Guide
- Target Users
- Teacher, classroom or after school
- Grade Level
- Adult Consumer, 10th grade, 11th grade, 12th grade, College & young adult
- Languages
- English
- Order Phone Number
- 202-775-2113
- Jump$tart Standards
-
- I2 - Evaluate investment alternatives
- I3 - Demonstrate how to buy and sell investments
- I4 - Investigate how agencies protect investors and regulate financial markets and products
No Reviews Found
-
BUILD YOUR FUTURE PORTFOLIO BY CHOOSING INVESTMENTS WISELY is a 3:26 minute video from the "When I'm 65" program. It discusses the importance of diversifying your portfolio, how risk tolerance changes as you age, and how fund fees can effect your...
-
RAMP UP SAVINGS FOR RETIREMENT is an Action Guide from the "When I'm 65" program about 5 key steps: Boost savings to supercharge growth, Reassess investments based on timeline and risk tolerance, Get dependable financial advice, Plan for Social Se...
-
GETTING CLOSER TO RETIREMENT is an Action Guide from the "When I'm 65" program. It covers 6 key steps: Shift investing and withdrawal strategies, Get trustworthy advice, Plan for Social Security and Medicare, Understand annuities, Get value from ...
-
PLANNING FOR LIFE'S BIG FINANCIAL CHALLENGES is an Action Guide about maximizing investment returns without undue risk or penalties on withdrawals. Students also learn how to accumulate funds for college with tax-advantaged investments, and five k...
No Comments Found