The steps below suggest important actions for you to take to establish a solid foundation for future investing activity. Once completed, you will be ready to begin developing a personal investment plan.
Check each action step as it is completed.
- Review your current financial holdings and determine if they are in saving or investment vehicles.
- Determine the rate of return for your current financial holdings.
- Establish short-, intermediate-, and long-term financial goals for you and your family. Estimate the length