Keep Investments Simple but Sweet |
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Contents
1st Invest in Yourself | 7 |
Save Save Save | 13 |
Create a Safety Net | 27 |
Establish a Credit Rating | 37 |
Buy a Home | 51 |
Determine Risk Tolerance | 61 |
Invest in Mutual Funds | 73 |
Make Wise Decisions | 83 |
Reduce Taxes | 103 |
Handle Changes | 111 |
ENJOY | 123 |
Afterword | 129 |
Appendix A References | 131 |
Appendix B Charts Tools | 133 |
Glossary | 141 |
Establish a Plan | 93 |
Common terms and phrases
_______________________________________________ _______________________________________________ GOAL _______________________________________________ _______________________________________________ NOTES achieve amount invested balance buying and selling capital gains certificates of deposit chart companies company’s cost credit history credit rating debt decisions dividends dollar cost averaging dollars dreams emergency fund emotional employer expense ratio financial planner Gifts to Minors Goal and timeframe impact increase index funds Individual Retirement Account initial interest rate Katie decided Katie realized Katie’s List loan matching funds ments Money Magazine money market account monitor mortgage payment Optional Expenses portfolio purchase rate of return real estate reduce expenses Remaining for Optional retirement savings risk tolerance risky Roth IRA Rule of 72 sales fee savings account savings plan selected simple but sweet son’s Standard & Poor’s stock market taxes total amount track wanted withdrawals