Investing

There are a lot of people who do their own investing these days. I’m all for that – which I made obvious by posting complete guides on how to start investing on your own or with Betterment. But DIY investing isn’t for everyone. Have you ever asked yourself questions like – What do I do if I want help with my finances? How do I choose a financial advisor? Do I need a financial advisor near me? Are there competent financial advisors online? If so, how do I vet them to be sure they are safe?

I have good news! We will answer these and many other questions in this post.

There are three questions to ask yourself before getting started.

• Do I need a financial advisor?  (since you’re reading this, we will assume the answer is yes)
• What kind of financial advisor do I need?
• Do I need a financial advisor near me?

There are lots of questions within each of these that we will address. We will offer three firms to consider and our recommendation for the firm we recommend.

With that introduction, let’s dive into the reviews.

And if your hungry for more after reading this, you can view all of our money saving tips here.

This is a sponsored post written in partnership with Facet Wealth and The Money Mix.

A 401(k) is one of the most popular investment accounts available, but many of us are not utilizing it to its full potential. That’s where Blooom comes into play, and I’ve got a full Blooom review of this 401(k) optimization company below.

Look, I get it, there are a lot of things that are more fun than optimizing your 401(k). I’m sure you’d rather be:

• Playing frisbee.
• Baking cookies.
• Watching a movie.
• Taking a hard look at your budget and making optimizations there.

Okay, maybe not so much the last one, but that’s important too!

The good news is Blooom (yes, 3 O’s) created a service to help everyday investors get the most out of their 401(k). It’s definitely worth learning more about them, including the 100% free analysis that they provide, which can help answer questions like: