Chapter 5. Creating a Plan That Works for You


  • Getting the highest yields with the lowest risk

  • Using the easiest ways to diversify

  • Keeping fees low and earnings high

You’ve just determined about how much you can tolerate investing in stocks, bonds, and cash investments. Now, it’s time to bring out the list of goals you created for your financial life in Chapter 2, “Identifying Your Financial Goals.” Remember? You figured out how much you and your family will need and when you’ll need it. For now, put what may be your largest expenses—your children’s education and your own retirement—on the back burner. We have special tips for those goals later in the book.

In this chapter, we hit your chief objective: meeting your financial goals. ...

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