It's important to know what you want to accomplish with your investments before you actually invest. Learn how to set your financial goals, get a handle on your cash flow, control spending, manage debt and get on the path to saving and investing.
Take a Smart Investing Course
Taking one of FINRA’s Smart Investing Courses can help you expand your knowledge of key investing topics. Learn more.
Set Your Investment Goals
Just as in other aspects of your life, setting financial goals is a tried-and-true way to reach those goals. Learn more.
Know Your Net Worth
Creating a net worth statement and updating it each year will help you monitor your financial progress and meet financial goals. Learn more.
Control Your Spending
Calculating your monthly cash flow will help you evaluate your present financial status so you know where you stand financially as you prepare to invest. Learn more.
Manage Your Debt
As you prepare to invest, take stock of your current debts and learn how to manage them effectively. Learn more.
Understand Your Credit Score
Each individual has their own credit score, but many people do not know about the credit scoring system and how it impacts them. Learn more.
Start an Emergency Fund
If something unexpected happens to you, having the money you need to pay your bills will help to keep you out of debt. Learn more.
Manage Your Retirement Income
Knowing how to manage your retirement income wisely can help you meet your financial needs for years to come. Learn more.