Pre-Investment Checklist

When it comes to investing, we're not just here to help manage your money; we're committed to helping you build a strong financial foundation. That foundation is important to have, before you take the leap into the investment world.

Here are some things you want to be able to check off your list first:

Emergency Fund First: Do you have 30-60 days' worth of cash to cover your income if something happens like an injury or job loss? An emergency fund acts as your safety net when you hit unexpected financial bumps in the road.

Manage Debt: Are you saddled with any debts beyond home and car loans? Paying off high-interest debts should take priority, as investment returns can't match the interest rates on credit cards.

Maximize Retirement Contributions: Are you making the most of your company retirement plan? Contributions to your 401(k) can not only help set you up for a better future, but also come with tax benefits you don't want to ignore.

If you're not sure how to check these boxes, or if you have them checked, and you're ready to see what investments can do for you, give us a call. And if you have adult children, or anyone you know who could benefit from this checklist, share this video with them.