Investor Preparedness Checklist
Are you prepared for your financial future? Use the checklist to get started.
Start early! Go to Investor.gov for free tools and information about investing.
Identify your financial goals.
Create a savings and investment plan based on your goals.
Pay off high-interest debt first.
Participate in your company's 401(k) plan and max out any employer match.
Use Investor.gov to do a background check on any investment professional to make sure they're registered.
Understand your risk tolerance.
Understand investment fees and their impact on returns.
Research all investments thoroughly.
Check your investments regularly and maintain a diversified portfolio.
Avoid investment opportunities that sound too good to be true.
