Building a Secure Financial Future
Diversification* is an important part of any financial plan
A financial plan is built on a strong foundation: Own a home, have cash in the bank for emergencies and have insurance to protect your assets. Then, understand your objectives, time horizon and tax consequences for every investment.
*Diversification cannot eliminate the risk of investment losses.
There are Four Kinds of Savings
- Emergency Fund
- Save for a Goal
- Save to Spend
- Retirement Savings