The famous “index card” of all financial advice

The Index Card

  1. Strive to save 10%-20% of your income
  2. Pay your credit card balance in full every month
  3. Max out your 401k and other tax-advantaged savings accounts
  4. Never buy or sell individual stocks
  5. Buy inexpensive and well-diversified index mutual funds and ETFs (bucket of stocks)
  6. Make your financial advisor to the fiduciary standard
  7. Buy a home when you’re ready
  8. Insurance - make sure you’re protected
  9. Do what you can to support the social safety net
  10. Remember this card

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