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Action Steps
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Make a list of financial goals so you can match them with appropriate equity and other investments.
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Read about equity investments in the financial press (e.g., business page of local paper).
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Investigate equity investments (e.g., stock funds) available through employer plans [e.g., 401(k)].
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Obtain additional investment information from Cooperative Extension or financial services firms.
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Identify equity investments that match your goals and available cash flow.
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Research these investments and compare at least three specific products (e.g., stocks).
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Reduce household expenses to free up money to invest.
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Calculate the percentage of your portfolio allocated to equity investments.
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