Be Money Smart: Investment Planning for Your Future
Knowing how to secure your financial well-being is one of the most important things you can do for yourself. This guide provides information about investment planning to help you attain your financial goals:
- The Cost of Procrastination
- Investment Advisers
- Risk, Return and Fees
- Diversification and Asset Allocation
Available Formats
Pocket guide
Pocket Guide
- Why should you invest?
- Know your goals and objectives
- Saving vs. investing
- Know what you own & what you owe
- Eliminate debt
- Start small
- Understand risk
- Diversify
- Asset allocation
- Rebalance your assets
- Get investment advice
- Brokers
- Advisers
- Questions to ask
- Investment products
- Cash & cash equivalents
- Bonds
- Stocks
- Mutual funds
- Other investments
- Retirement plans
- Employee-sponsored 401(k) plans
- Self-directed IRAs
- The investment lifecycle
- Understand fees
- Avoid fraud and scams
- Resources
- Pages: 24
- Physical Size: Pocket Guide 24-00 3.75" x 5.5"
- Product Code: 01-0027-000-01
- ISBN: 978-1-932144-07-9
eGuide ![]()
eGuide
- Screens: 100
- Platform: iOS and Android
- Product Code: 02-0027-000-01
Wallet card
Wallet Card
- Pages: 2
- Physical Size: Wallet Card 8 PAN
- Product Code: 15-0038-000-01
Magnet
Magnet
- Physical Size: 0.035 Magnet Rectangle 3.5" x 5.5"
- Product Code: 19-0006-000-01
Poster
Poster
- Physical Size: Laminated Poster MC 3.75" x 5.5"
- Product Code: 11-0014-000-01
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