Investor Preparedness Checklist
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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.

Provider
U.S. Securities and Exchange Commission (SEC)
Price
Free
Published / Released Year
2021
Format and Delivery
Online Accessible
Resource Type
Information
Target Audience
High School, College/Postsecondary
Languages
English
Jump$tart Standards
Yes

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