How to Find Financial Help

Personal Finance Books
Countless informative books make learning about personal finance easier and more enjoyable. Here are several books you may want to consider to help you get started learning about personal finance:
- Rich Dad Poor Dad by Robert T. Kiyosak
- The Millionaire Next Door by Thomas Stanley and William Danko
- Your Money or Your Life by Vicki Robin and Joe Dominguez
- The Millionaire Fast Lane by MJ DeMarco
- Think and Grow Rich by Napoleon Hill
Personal Finance Blogs
Trusted Family Members or Close Friends
Find a Financial Professional
A financial professional can work with you to design a solid financial plan that suits your unique needs. However, before you choose one, consider the following:
- Why you’re seeking professional financial services: Maybe you need help with a budget. Or perhaps your priorities are improving your investment’s return, lowering your tax burden, or creating an estate plan. Choose a financial professional with the right expertise for your particular goals and situation.
- Your budget: Think about how much you can afford to pay a professional. Robo advisors, for example, charge a fee that’s a percentage of your account balance. Online financial planning professionals and services usually charge a flat subscription fee or a percentage of the assets they manage. Traditional financial professionals charge a percentage of the assets they manage, an hourly rate, or a retainer.
Consult Your Financial Professional
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