3 February 2009
Basic Investment Template

Photo By: karindalziel
My next several posts will be attempting to define a basic investment template. Basically I’d like to develop a checklist to help anyone figure out where and how their money should be invested. Most investment advice I read is very vague. While most contain good advice it is usually in a vacuum. You’d have to read hundreds of these articles to develop a coherent strategy and you still might miss a key point. I will update this post as I create each installment and may reorder and edit them based on your input and questions. I will also be posting much more frequently until the template starts to take shape. Please feel free to start putting any questions below and I will attempt to answer them as I go.
Investing Prerequisites
Tax-Deferred Accounts
- Step 4: Tax-Advantaged Overview
- Step 5: Retirement Accounts
- Step 6: College Saving Accounts
- Step 7: Homeownership Accounts
- Step 8: Health Spending Accounts
Implementation
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Copyright 2009 PersonalFinanceAndInvesting.com, your source for information on Personal Finance and Investing.
Copyright 2009 PersonalFinanceAndInvesting.com, your source for information on Personal Finance and Investing.

