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
- Map it out
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Investing for your future: Mind Map it
Let’s figure out how what you’ve learned so far fits into your life.
- Think it through
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Think it through
How can my investments align with my goals for the future? - Quiz
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Question 1 of 5
You should have savings built up before starting to invest
ABNextQuestion 2 of 5
You should contribute ___ of your paycheck into a 401(k)
BackABCNextQuestion 3 of 5
If the market takes a big swing, you should…
BackABCNextQuestion 4 of 5
Even a small change in interest rates can have a big effect on either payment amounts or savings
BackABNextQuestion 5 of 5
Your values should be at the heart of all your investments
BackABNextCongratulations
Nice work! You answered {0}/{1} questions correctly
- You answered question #1 incorrectly. You should have savings built up before starting to invest.
- Looks like you're not sure how much of your paycheck to contribute to your 401(k). You can choose the percentage that works for you.
- You missed question #3. If the market takes a big swing, you should meet with a financial advisor to discuss a plan.
- Even though you thought this was a false statement, it's actually true: Even a small change in interest rates can have a big effect on either payment amounts or savings.
- You missed question #5. Your values should be at the heart of all your investments.
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