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Resources for New Investors

Resources from FINRA:


Before undertaking any investment program, it is critical that you assess your current situation and form goals. FINRA's Getting Ready to Invest pages will help you get started:


As you build your portfolio, be sure you understand the relative advantages, disadvantages, risks and costs of different types of investments.


These resources provide more experienced investors with additional information on advanced topics.


Smart 401(k) Investing

401(k) retirement plans can make the difference between a financially secure retirement and the specter of running out of money. So it's important to understand every aspect of how your 401(k) plan works, whether you're just getting started or you're already retired.

Resources for Employers

Help Your Employees Achieve Their Retirement Dream: Tips for Spotting Early Retirement Scams

Information for Employers & HR Professionals

Resources for Employees

Early Retirement Seminars 101: Smart Tips for Spotting Retirement Scams


College Costs Are Rising—Are You Keeping Pace?
College costs are rising, but don't despair—college remains within reach of many American families, especially those that start saving for it early.

Loans—Know the Cost
Loans are borrowed funds that must be paid back. Know the costs associated with your loans.

Education Benefits for Servicemembers—Post-9/11 GI Bill
Learn about the Post-9/11 GI Bill for military servicemembers and veterans.

Tips for Choosing College Savings Options
This section provides four quick tips to help you choose the right college saving plan for you and your family.

529 College Savings Plans
These state-sponsored savings plans are popular because many offer both state and federal tax breaks. They can also be used in any state and transferred between beneficiaries.

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