SoFi Blog

Tips and news—
for your financial moves.

6 Real Questions About Investing—Answered

When should you start investing? How much do you need to start? And what type of investments are right for you?

If you’re curious about investing, but you haven’t yet dipped your toes in the water, you’re not alone. In fact, this was a hot topic among SoFi members in a recent discussion with wealth advisors on Facebook. (That’s right, SoFi members have daily access to complimentary advisors—learn more here.)

Even if you’re not a member, we’ve brought the most pressing investing questions—and more importantly, their answers, courtesy of SoFi Financial Advisor Katy Song—right here. Read on to learn more.

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5 Steps to Investing in Your 401k Savings Account

Investing for retirement can seem daunting. With so many retirement plan options, and even more jargon that comes with the territory, it’s no wonder people can start to feel anxious when figuring out how to invest in their 401(k) properly. Luckily, the first step is easy—all you have to do is start saving your money and putting it in a retirement account.

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7 Effective Ways to Navigate Major Life Milestones—Financially and Otherwise

There’s everyday finances, and then there’s the big hurdles—changing careers, starting your own practice, having a baby, or buying your first house. For major life milestones like these, you’ll need a plan, so big events not only go over smoothly, but impact your wallet in ways you can anticipate.

As a financial wellness expert, I often counsel people experiencing major life transitions. Although most who come to me know they have to adjust their financial lives accordingly, they either don’t know how, or are using strategies that don’t work for these situations.

The good news is, I’ve got a seven-step plan to help anyone steer a course to success through any major life milestone. Walk through this, and you’ll be in a much better spot to enjoy accomplishments and avoid financial stress along the way.

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