Accumulated wealth? Here’s what to do next
At some point in your life, you might accumulate enough wealth where you no longer feel comfortable going alone when it comes to managing your finances and investments.
Perhaps you received an inheritance, saved $100,000 in your retirement account or earned a big bonus. Or maybe you just think it’s just time to get some help.
When that time comes, there are plenty of in-person and online financial advisers to assist you. Yet, finding the ideal person or program to help can be daunting. There are some 200,000 personal financial advisers in the U.S., according to the Labor Department’s Bureau of Labor Statistics. And there are many automated investing services offering so-called “robo-advice.”
So where to begin?
First, find out if your employer offers any financial planning help, says Liz Davidson, author of “What Your Financial Advisor Isn’t Telling You” and CEO of Financial Finesse, which provides workplace financial education. Some firms provide one-on-one consultations with a financial planner as an employee benefit or through a 401(k) program, as well as other money management coaching.
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