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Planning investments

There are a lot of things you can do with your money today. Investing is one option that can play an important role in your future goals and retirement. Knowledge is power, and the more you know and understand the financial world, investing and most importantly yourself, the better success you will have in achieving your financial goals.

Planning on becoming an investor

When planning on becoming an investor, there are many things you need to consider,
including:

  • Where you are in your life, or life stage
  • Expected and unexpected life events
  • Investment time horizon (long- versus short-term)
  • Risk tolerance
  • Investment/ financial knowledge
  • Financial goals and expectations
  • Budget and financial plan that’s appropriate for you
  • How to research investments and check registration
  • Whether to use the services of a financial adviser
  • The importance of reviewing and adjusting your investments
  • How to identify potentially fraudulent investments

With these thoughts in mind, work your way through this section. Now is the time to lay
the right foundation of financial knowledge and to develop a financial plan that meets
your goals at every stage of your life.

Learn about your life stage

Choosing the right financial adviser

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