Saving and Investing A Roadmap To Your Financial Security Through Saving and Investing

Saving and Investing A Roadmap To Your Financial Security Through Saving and Investing

Don’t Wait to Get Started
YOU CAN DO IT! 
IT’S EASIER THAN YOU THINK.
No one is born knowing how to save or to invest. Every suc-

cessful investor starts with the basics—the information in this 
brochure.
A few people may stumble into financial security—a wealthy 
relative may die, or a business may take off. But for most peo-

ple, the only way to attain financial security is to save and in-

vest over a long period of time.
Time after time, people of even modest means who begin 
the journey reach financial security and all that it promises: 
buying a home, educational opportunities for their children, 
and a comfortable retirement. If they can do it, so can you!
KEYS TO FINANCIAL SUCCESS
1. Make a financial plan.
2. Pay off any high interest debts.
3. Start saving and investing as soon as you’ve paid off your debts.

Your First Step—Making a 
Financial Plan
What are the things you want to save and invest for?
• a home
• a car
• an education
• a comfortable retirement
• your children
• medical or other emergencies
• periods of unemployment
• caring for parents
Make your own list and then think about which goals are the 
most important to you. List your most important goals first. 
Decide how many years you have to meet each specific goal, 
because when you save or invest you’ll need to find a savings or 

Saving and Investing A Roadmap To Your Financial Security Through Saving and Investing