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Anthony’s Investment Strategy

Save and Invest

 

Plan Your Investment Strategy

Using Anthony’s investment strategy below (or another) as an example, complete your own online, or download a PDF. List the investment options you are going to learn more about and weigh them against your wealth-creation goals, time frame and risk tolerance.

web pdf

Complete your own online


Learn how the other people of Building Wealth planned their investment strategies.


Anthony’s Investment Strategy

1.
Schedule a meeting with my company’s benefits representative about my 401(k).

2.
Meet with a financial planner about college planning tools.

3.
Investigate options for investing outside of work.

4.
Learn about a Roth IRA.


Back to Chapter 3

From Chapter 3: Save and Invest