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Make a Plan

Use the SAM action steps to analyze your current investing situation and take purposeful steps toward identifying or making changes.

SAM plan


  • Are you losing out to inflation? Will your current plans put you where you want to be in the future?
  • Consider your risk tolerance. Do you want to take on riskier investments to grow money faster, or would you benefit from diversifying more?
  • Set intentional goals to improve your investing and long-term savings.
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