Your Roadmap to Savings and Investing
Rainy Day Funds
Car and home repairs, medical bills, or the loss of a job can derail your budget. Building a rainy day fund helps you avoid draining your savings or increasing your debt when you have an unexpected or emergency expense. Let’s look at how much you need to save and where to keep those rainy day funds.
Understanding Your Risk
Are you a risk taker? Should you be? Part of smart investing is determining how much risk you can bear and incorporating your risk tolerance into your investment strategy. The goal is to develop a strategy that meets your financial needs, while allowing you to sleep well at night. So let’s consider what your risk tolerance is.
Investment Fraud
Investment fraud is something we think will happen to someone else. But it is easy to be lured into investing in schemes that promise “high return and little risk.” How can you evaluate potential investments and protect yourself? Learn about common investment frauds and where to investigate before you invest.
Selecting a Financial Planner
You don’t have to handle financial decisions alone. A good financial planner will work with you to review your entire financial picture – your current finances and your goals – and help you develop a realistic plan. Read our tips on finding a financial planner that is right for you.
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