Prepare to Invest

It's important to know what you want to accomplish with your investments before you actually invest. For example, you might want to purchase a home, fund a child's college education or build an adequate retirement nest egg. If you set financial goals at the outset—you are more likely to reach them.

You also want to get a handle on basic finances such as how much money is coming in and going out. This will help you control spending and manage debt. Most importantly, it will help you methodically save and invest, which is essential to building your net worth.

Use the information below to help you establish and meet your financial goals.


  • Savings Calculator
    Use our savings calculator to see how a consistent approach to investing can make your money grow.