

- The onUp Challenge
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- What it's all about
- Values Challenge
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Confidence Clearing: Start your savings1
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Organization Oasis: Build your budget2
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Lender's Ledge: Scale past your debt3
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Risky River: Create your safety nets4
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Wealth Waterfall: Invest for your future5
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Home Buying Hollow: Manage your home6
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Happiness Heights: Harness your potential7
- Need help? Send us an email.
Land 5: Wealth Waterfall
Your challenges
Get your confidence—and finances—flowing
You’ve budgeted. You’ve saved. You’ve started making plans. Take it to the next level by investing. While investing can be a risky venture, it can also help boost your bottom line—not to mention your confidence!
Ready to earn your Wealth Waterfall badge?
Explore these tips, advice and tools to become a Wealth Waterfall pro! Then, put it all together where you'll map it out, think it through and take a quiz. Finally, take action! Accept the challenges in the Wealth Waterfall Challenges box above.
Ready, set, go!
Don’t miss out on free money! Use your 401(k) or 403(b)
It’s never too late—or too early—to start saving
MoreWant to conquer Wall Street? Start small.
The first step toward becoming a great investor may not be what you think
MoreDoes your financial plan pass the “sleep test”?
Keeping an eye on the long term (even when the short term has you spooked)
MoreHow interest can work for you
Whether you are paying or earning interest—or doing both—be sure you understand this key financial concept
MoreHow can my investments match my goals?
Whether you are investing your money or investing in yourself, remember your values
MoreSave now. Retire with confidence later.
Figure out how to get where you want to be, exactly when you’re ready to be there
CalculatePut it all together








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Move from financial stress to confidence.