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Dollars and Sense
Dollars and SenseOnline FInancial Literacy Program
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Financial Planning Pyramid

 

 

pyramid

Investment Choices Financial Planning Pyramid

List your current investments on the pyramid.

Where do the majority of them fall?

Do they meet your risk tolerance?

You are ready to start investing when:

✔ Income exceeds your spending;

✔ Have an emergency savings fund equal to six to nine months’ living expenses; and

✔ All insurance needs, including life, health, disability and property are covered.

 

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