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5 simple steps to kick off your retirement plan

Aug. 18, 2021 • 2 min read

What we'll cover

  • Steps to build your retirement

  • Getting started with investing

  • Why you might want to consider ETFs

Take on retirement planning with our five-week retirement challenge: Everything you need to get started on your retirement savings journey is right here. In five weeks (or faster, if you want to knock them all out at once), you may be well on your way to a more robust retirement plan that could help you feel confident in your future.

Week 1: Ten minutes to plan

Let’s start with the basics: setting your goals and timeline. Retirement doesn’t look the same for everyone, so it’s important to start by thinking about what you want for your golden years. We’ll walk you through visualizing your goals, working through your doubts and calculating a savings goal.

Week 2: Seven steps to check in on your retirement accounts

Have you been taking the “set it and forget it” route when it comes to your 401(k)? Or maybe “open an IRA” (that's Individual Retirement Account) has been on your to-do list for … forever. Here’s a checklist to help you get on track and make sure your accounts are on track.

Week 3: Adding ETFs to the mix

ETFs, or Exchange Traded Funds, can be a great way to add diversification to your portfolio. Whether you’re new to ETFs or just looking for a refresher as you rebalance, start with this video to understand what exactly ETFs are, how they work and where they could fit when it comes to your portfolio.

ETFs, or Exchange Traded Funds, can be a great way to add diversification to your portfolio.

Week 4: How to invest in a company you think is cool

If you’re just starting to pick out stocks and aren’t quite sure where to start, take a look at the following article for tips on picking stocks. It may help you think through your approach. 

Week 5: What’s your investing inspiration?

Now that you’ve gotten through weeks one through four, it’s time to put your plan into action with the investing tools and inspiration you need for your retirement. Whether you want to take a hands-on approach or would rather take a step back, we’ll help you understand your choices.

Get invest inspired

And that’s it! You’ve completed the five-week retirement challenge. Feels good, doesn’t it? Let us know in the comments below if you’d love to take on more challenges like this one. 

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