How to Find Financial Help

Personal finance refers to how you make money, save money, build wealth, and protect your assets. It’s an essential part of life as it impacts how you live today and what your life will look like in the future. If you’d like to take control of your finances to meet various financial goals, rest assured many resources can help. Below are some ideas to help you 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

In addition to books, you may want to follow and read personal finance blogs you find online. While financial professionals or industry experts write some, many come from everyday people who want to share their experiences and knowledge about money. Here’s a list of personal financial blogs to put on your radar:

Trusted Family Members or Close Friends

Chances are, you know people with a track record of financial success. They make intelligent financial decisions and have set themselves up for a financially secure future. These people may be parents, relatives, colleagues, or friends. Don’t be afraid to ask them what has worked for their finances. Many people are open about their successes and willing to share their experiences to help others.

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

In conclusion, a financial professional can be an invaluable resource to help you review your financial situation and develop a plan to help you work toward pursuing your unique goals. Contact them today to get started.

SWG 2306340-0822e The sources used to prepare this material are believed to be true, accurate and reliable, but are not guaranteed. This information is provided as general information and is not intended to be specific financial or tax guidance. When you access a link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.

Our family financial services firm, August H. Velten & Associates, has been in business for 12-years in Melbourne, FL.   August Velten (CLU) is a 40-year veteran of the Financial Services industry.  August is a former instructor for the Life Underwriter Training Council and once occupied the legislative seat for the Maine Association of Life Insurers.  In Brevard County, you may have seen him on local access TV or read one of his articles in a local area magazine.   Jessica Waterhouse, August’s daughter, left her own practice to join the firm in 2019.  Jessica is a Florida licensed insurance producer, securities licensed (Series 65), a long term care specialist (CLTC) and holds certification as a National Social Security Advisor.  Both August & Jessica are instructors for financial literacy workshops in both Brevard and Indian River County offering education in Social Security and Financial Planning.  Contact the office today to schedule an introductory meeting or review of your current financial plan.

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