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Saving to investing checklist

Investing 101

When to get started? A savings to investing checklist

1. PRIORITIZE YOUR FUTURE

  • Life is hectic, but find time to prioritize your financial future.

2. HAVE A SAFETY CUSHION

  • Keep a cushion of at least 3 months of expenses for emergencies that may require cash on hand.

3. PAY DOWN HIGH INTEREST DEBT

  • Interest rates on loans can charge way more than your cash earns – particularly today when cash "under your mattress" is earning close to 0%. So pay those high interest loans down as soon as you can.

4. GET SAVING

  • Start saving; a good rule of thumb is to get in the habit of putting away at least 15% of your income every year that can go towards retirement and investing accounts.

5. MAX OUT YOUR RETIREMENT ACCOUNTS

  • If your employer offers one, contribute to a 401(k), 403(b) or 457 retirement plan. And if your employer matches, make sure you take full advantage.

NOW YOU ARE READY TO START INVESTING!

Check out our online trading platform to learn more.

LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.

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