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