Free
0
Get Resource
Listing last updated: 07-13-23
Investor Preparedness Checklist
Provided by U.S. Securities and Exchange Commission (SEC)

Investor Preparedness Checklist is designed to help you prepare for your financial future. It includes eleven tips, such as start early, identify goals, create a plan, pay off high interest debt, participate in a 401(k), do a background check on your investment professional, research investments thoroughly, diversify, and understand risk tolerance and the impact of fees.

Details

Released
2021
Format and Delivery
Digital/Printable/Downloadable
Resource Type
Non-Fiction/Self-Help
Target Audience
High School, College/Postsecondary
Languages
English

Similar resources

Jump$tart Coalition for Personal Financial Literacy

Contact the national Jump$tart Coalition

Contact information for state coalitions is available on their respective websites.

Go to the Admin.

Submit Resources

Submit your financial education resource for listing or update an existing listing, review the Listing Criteria for guidance, or send us your questions if you need more help. Thank you for your interest in the Jump$tart Clearinghouse.

Thank you to Jump$tart Sustaining Partner, the National Endowment for Financial Education, for sponsorship of the 2023 Clearinghouse redesign.
Copyright © 1997-2024 The Jump$tart Coalition for Personal Financial Literacy | All rights reserved