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Action Steps – Check each action step as it is completed
Investing Action Steps
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Review your current financial holdings and determine if they are in saving or investment vehicles.
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Determine the rate of return for your current financial holdings.
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Establish short-, medium-, and long-term financial goals for you and your family. Estimate the length of time between now and when you want to achieve each goal.
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Complete the “What are Your Investment Preferences?” exercise to identify your characteristics and needs as an investor.
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Set aside time each week to read one of the family financial magazines recommended in Unit 9.
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Assess your interest, skill, and time to make decisions about your investment plan and portfolio. Proceed on your own or seek assistance.
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