5. Document your results

Other Investment Process Links

You should always maintain appropriate documentation and records of your investments for tax purposes and future use. Intuit is a great software programs that can greatly simplify your record keeping. Hopefully, at this point (or when you are ready to retire) you've achieved your financial goals and the only thing left to do is "live happily ever after."

Investment Process Links

• Get the Facts: The SEC's Roadmap to Saving and Investing and Invest Wisely: Advice From Your Securities Industry Regulators from the SEC
• Learn About Investing from Investor Protection Trust.
• Investing Truths from Vanguard
• Learning Center from TIAA.
• Guidance from Fidelity.
• Advice from Schwab.