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 Action Steps
 Make a list of long- and short-term financial goals so you can match them with an appropriate mutual fund.
- Learn about mutual fund investment choices (e.g., stock funds) available through your employer's retirement plan (e.g., 401(k), 403(b)).
- Attend an investment seminar sponsored by Cooperative Extension or finanical services firms.
- Contact Cooperative Extension for additional personal finance and investing information, Web pages, fact sheets, etc.
- Decide on your selection criteria (e.g., minimum deposit, low expense ratio).
- Identify specific mutual funds that match your investment goals.
- Call at least three mutual fund organizations for a prospectus.
- Do further reading on these mutual funds and mutual funds in general (e.g., prospectus, annual report, books).
- Do follow-up research using Morningstar or Value Line and compare at least three mutual funds of the same type for performance, cost, and risk.
- Complete a mutual fund application and make an investment.
- Track the progress of your fund(s) at least quarterly.
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