Financial Focus

As you go through life, you’ll have various financial goals — and to achieve them, you’ll need to invest. But just recognizing the need to invest is not as useful as matching specific types of accounts or investments with specific goals. How can you make these connections?

Let’s look at some common goals and how they could possibly be met with appropriate accounts and investments:

• Saving for a down payment on a house – When you’re saving for a down payment, you want a certain amount of money available at a certain time — so, for this goal, you won’t want to take too much risk. Consequently,...