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 Action Steps – Check each action step as it is completed.
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 Identify fixed-income 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., bond mutual funds). Make a list of financial goals so you can match them with appropriate fixed-income and other investments.
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Determine your marginal tax bracket to see if tax-exempt investments are a cost-effective option (See Unit 7 for details).
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Investigate fixed-income investments (e.g., bond funds) available through your employer [e.g., 401(k) plan].
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Attend an investment seminar sponsored by Cooperative Extension or financial services firms.
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Reduce household expenses to free up money to invest (See Unit 3 for details).
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Calculate the percentage of your portfolio allocated to fixed-income investments.
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