Roadmap to Saving and Investing
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ROADMAP TO SAVING AND INVESTING is a downloadable webpage that outlines steps to help you define and meet your financial goals. It includes setting goals, paying off credit cards, saving for a rainy day, diversifying investments, gauging risk tolerance, and understanding investment options.
- Provider
- U.S. Securities and Exchange Commission (SEC)
- Price
- Free
- Published / Released Year
- 2021
- Format and Delivery
- Online Accessible, Online Use/Online Learning
- Resource Type
- Information
- Target Audience
- High School, College/Postsecondary
- Languages
- English
- Jump$tart Standards
- Yes
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SAVING AND INVESTING: A ROADMAP TO YOUR FINANCIAL SECURITY is a booklet that helps people create their financial plan and assess their current situation. It also describes investment types, risks, and taxes, and how to avoid common pitfalls.
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SAVING AND INVESTING FOR STUDENTS is designed to help students get started on a long-term financial plan, including setting goals, assessing your current situation, understanding investment types and risks, and how to check the background and licensing of investment professionals and firms.
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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 tolera...
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