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Analyze Your Circumstances

Magnifying glass and coinsWith your current investment(s) and thoughts about anything you might want to change, it’s time to make a plan. 

What are Your Goals for Investing?

Before you can select appropriate investments, identify and rank your investment objectives.

Rank these objectives from 1 (most important) to 10 (least important) and use this information when choosing investment products or when working with a financial professional. Record your answers on the Investing Plan Worksheet.


Minimize the risk of loss of principal.

Maximize the potential for large short-term gains.

Ensure slow, stable growth to fund long-term future needs, such as retirement or a child’s education.

Maximize liquidity in the event funds are needed in a hurry.

Maximize current income to provide for current needs.

Reduce income taxes.

Build savings toward short- or mid-term major purchases, such as a down payment on the purchase of a home.

Maximize the value of your estate for your heirs.

Minimize the amount of estate taxes owed upon your death.

Protect assets from the claims of creditors or others.

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