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Create a financial plan

A financial plan is designed to help you work toward your financial goals. It’s also designed with some security built into it, which can help you stay on track during times of financial insecurity.

Read more about how a financial plan can help bring your short- and long-term goals into focus.


How to set financial goals

4 key components of a financial plan

How to manage your money: 6 steps to take

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Focus on your emergency fund

Having a reserve of cash available when you need it most can provide peace of mind if unexpected expenses or events occur. A general rule of thumb is to have three-to-six months’ worth daily expenses set aside for emergencies.

Read more about how, and where, to build your emergency fund. 


How to track your spending patterns

What's in your emergency fund?

First timer’s guide to savings account alternatives

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Review your investment risk

Risk tolerance is one of the key factors that determines your investment strategy. It’s good to reexamine your risk level from time-to-time, especially as you age and particularly if you’re nervous about your portfolio during down markets.  

These resources can help you assess your risk tolerance level and guide any changes you may want to make to your investment mix.


5 questions to help you determine your investment risk tolerance

What type of investor are you?

Investment strategies by age

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Diversify your investment portfolio

Diversification is important in investing because it can help mitigate the risks uncertainty creates.

Diversification does not guarantee returns or protect against losses and can help mitigate some, but not all, risk. Read more about why, and how, to diversify your investment portfolio.


How diversification in investing may reduce risk

What is a diversified portfolio?

7 diversification strategies for your investment portfolio

Talk with a financial professional

A financial professional can help you outline your financial goals and develop a plan that can flex in times of uncertainty. They can be there every step of the way as your goals or financial situation change over time.


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