Checklist

Getting Married? How to Plan Your Financial Future Together September 12, 2018 4:00 AM   |  

Whether you’re getting married for the first time or remarrying, it’s important to get your financial future in order first.

3 min read  |  Household Finances
Options Expiration: Definitions, a Checklist, and More February 18, 2018 11:00 PM   |  

Options expiration day can be a time of volatility, opportunity and peril. Trading and selling options on expiration day requires an understanding of the process, here are a few things you need to know.

7 min read  |  Advanced Options Strategies
Trade with Your Head, Not Your Heart: Develop a Trading Checklist January 22, 2018 7:00 PM   |  

Create a trading checklist. Why? Because you don't want inner emotions that might not have anything to do with investing get the best of you.

5 min read  |  Trading Psychology
To Downsize or Not: Boomers Question What To Do With Empty Nests November 23, 2017 11:00 PM   |  

The decision to downsize can be either personal or financial. Consider the pros and cons of downsizing to see what's the best option for your situation.

3 min read  |  Retirement Lifestyle
Putting Off Your Estate Planning? These 5 Tips Can Help August 31, 2017 12:00 AM   |  

Estate planning is a task that we tend to avoid, but it needs our focus. This checklist can help ensure you don’t miss any key steps.

5 min read  |  Estate Planning
Estate Planning: Build Up, Draw Down, Distribute Balance July 19, 2017 12:00 AM   |  

Learn why estate plans aren’t just for the wealthy, and what you can do to protect yourself and your loved ones.

5 min read  |  Estate Planning
It’s All in the Timing: When Should You Retire? December 12, 2016 11:00 PM   |  

It’s important to determine how much money you need to retire, but another key decision is when to retire. This article features 12 questions to ask yourself.

3 min read  |  Retirement Planning
Call Us
800-454-9272


Market volatility, volume, and system availability may delay account access and trade executions.

Past performance of a security or strategy does not guarantee future results or success.

Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.

Supporting documentation for any claims, comparisons, statistics, or other technical data will be supplied upon request.

The information is not intended to be investment advice or construed as a recommendation or endorsement of any particular investment or investment strategy, and is for illustrative purposes only. Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.

TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2019 TD Ameritrade.

Scroll to Top