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
- Format and Delivery
- Online Accessible
- Resource Type
- Guides for Teachers
- Target Audience
- High School, College/Postsecondary, Adult
- Languages
- English
- Order Phone Number
- 202-775-2113
- Jump$tart Standards
- Yes
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 investment decisions. Booklets, Action Guides and Facilitator Guides also available.
-
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 Security, and Determine when to retire. Videos and Facilitator Slides also available.
-
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 your home equity, and Explore a phased retirement. Videos and Facilitator slides are also available.
-
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 keys for investment success. Videos and Facilitator Slides are also available.
No Comments Found