Investing Unit 1: Summary

• Introduction
• Unit 1: Basic Building Blocks of Successful Financial Management

• Building Blocks
• Wealth Protection
• Wealth Accumulation
• Wealth Distribution
• Summary
• SMART Financial Goal-Setting
• Action Steps
• About the Author

• Unit 2: Investing Basics
• Unit 3: Finding Money to Invest
• Unit 4: Ownership Investments
• Unit 5: Fixed-Income Investing
• Unit 6: Mutual Fund Investing
• Unit 7: Tax-Deferred Investments
• Unit 8: Investing Small Dollar Amounts
• Unit 9: Getting Help: Investing Resources
• Unit 10: Selecting Financial Professionals
• Unit 11: Investment Fraud

• Study Guide
• Action Steps
• Monthly Investment Messages
• Glossary

All the building blocks of successful financial management, including investing, are interrelated. Strategies used in one part of the pyramid can directly impact others. If one building block, such as credit use, becomes too large, the entire pyramid can topple. This pyramid aids effective decision making and the successful achievement of financial goals because all aspects of your financial situation are considered simultaneously.

Work on the Action Steps now to get started.