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Step 1
I am ready to start step one and set up my put and take account (checking account) -
High School Graduation
I graduate High School today -
College Graduation
I graduate College today -
Step 2
My put and take account is up and going, but I am starting to have some excess money at th eend of each month so I would like to start investing in things like bonds and mutual funds. -
Bought First Car
I bought my first car today. -
Bought First House
I bought my first house today. -
Step 3
My bonds and Mutual funds are doing good and my put and take account is still a big part of my financial world, but I am still having excess money at the end of each month so I would like to start investing a set dollar amount into stocks, bonds, and mutual funds -
Step 4
I've already set up a stable put-and-take account, dabbled in
safe beginning investments, and established a systematic investing plan. Now that I still have extra money at the end of each month I would like to invest more of both my time and money into stocks and bonds. -
Step 5
My investing portfolio is well diversified and I am having extra money at the end of each month so I want to start daabbling in things like penny stocks -
Retirment
I retired today -
Death