Recap

Your coaches summarize the key points you’ve learned.


Instructional Text

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: Image Description
First, think about your short- and long-term goals. Write them down, and update them when your circumstances change. Image Description
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. Image Description
If you want to retire someday, create a retirement strategy now – and get started with saving and investing as early as you can. Image Description
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. Image Description
Finally, protect your financial future and your family by having adequate insurance, an investing plan, a financial plan, and an estate plan. Image Description
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. Image Description
For more information about planning your future, just click on Library. Image Description

1. Write down your goals 2. Start investing early 3. Manage your risk 4. Create a retirement strategy 5. Wealth = savings, assets, investments 6. Build wealth step-by-step over time 7. Protect yourself with insurance 8. Create three plans for your future
For more information about planning your future, click on the Library icon below.
Recap