Stop wondering and start investing with our quick and simple step-by-step process
Saving and investing are distinct, but you don't have to choose between the two.
Saving is typically used for short-term goals such as establishing a rainy day fund and paying off credit card debt.
Investing generally used for long-term goals, like retiring on your terms or saving for education.
1- Create a budget 2- Pay down high-interest debt 3- Set up a rainy-day fund
Identify your investment goals and build a strategy to help you achieve them.
Retirement Major Purchase Building wealth Education
See how different types of investments work and how they can help you make the most of your money.
Being smart about using different account types can help you reach your goals in an efficient way.
Investment accounts to help you save for education expenses- 529 Plan - ESA - UGMA
Investment accounts that help you save for retirement - - 401(k) and 403(b) - SEP IRA, Solo 401(k), Simple IRA
You can start by working with a financial advisor, getting invested online, or doing a combination of both. Learn the differences between each.
1- Make investing a habit 2- Don't get spooked. 3- Don't try to time the market. 4- Keep your emotion on the course.
Staying invested through market ups and downs can help you stay on track to reach your investment goals.