Investing Foundations Workbook (Printable + Editable)

A plain-English workbook for new investors. Eleven short lessons explain how investing works, and a fill-in exercise follows each one, so by the last page you have a one-page investing plan in your own words.

What's included

• 11 lessons: money goals, emergency fund and debt, account types (401(k), Traditional and Roth IRA, taxable), index funds vs. ETFs vs. stocks, diversification and asset allocation, compounding, risk tolerance, fees, rebalancing, dollar-cost averaging, and 10-K basics
• Fill-in exercises after each lesson: goal planner, emergency-fund calculator, debt list, employer-match check, fund comparison, allocation worksheet, compounding table, risk self-check, fee audit, rebalancing worksheet, automation plan
• 2026 contribution limits from the IRS
• One-page "My Investing Plan", a glossary and free resources
• Printable 18-page PDF plus an editable Word version

Instant digital download.

Disclaimer. Educational only, not financial, investment or tax advice. Planner Studio does not recommend specific securities or providers. Investing involves risk, including loss of principal. Examples use hypothetical rates, not projections; no returns are promised.