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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.


Set Your Financial 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 his or her 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.

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