Your coaches summarize the key points you’ve learned.
Congratulations! You’ve learned a lot about three subjects that are critical to your financial future: investing, retirement, and wealth building. So let’s review the key points for you to remember:
First, think about your short- and long-term goals. Write them down, and update them when your circumstances change.
Next, investing is a critical tool for helping your savings to grow over time. Investing involves risk, but you can help manage that risk by owning a variety of investments and following common sense investing guidelines.
If you want to retire someday, create a retirement strategy now — and get started with saving and investing as early as you can.
Keep in mind that “having money” and “building wealth” are two different things. Wealth is a combination of savings, assets, and investments. It’s a set of resources you can use to take advantage of life’s opportunities. And wealth building is a series of steps you take over time.
Finally, protect your financial future and your family by having adequate insurance, an investing plan, a financial plan, and an estate plan.
We hope that by taking action now to plan your future — and by acting on your plans — that you’ll build wealth, achieve your financial goals, and design your own legacy for the next generation.
You have completed Planning Your Future.
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