• treecityweb

Investor Preparedness Checklist ✅

Finances. They can be a big life stressor and if you’re not prepared, the topic of money only gets more stressful as you get closer to retirement age! While starting your retirement planning earlier in life is best, it’s never too late to get proactive!


To help investors get started with creating their own saving and investing plan, the Securities and Exchange Commission's Office of Investor Education and Advocacy (OIEA) developed an investor preparedness checklist to help them get on the right path.

View the checklist here: https://www.investor.gov/sites/investorgov/files/2019-03/OIEA_Financial_Capability%20Checklist.pdf

Source: https://www.sec.gov/news/press-release/2019-49
4 views0 comments