SoFi Blog

Tips and news—
for your financial moves.

Feb
20
2020

Wealth Management Affiliate

By | invest | Comments Off on Wealth Management Affiliate


Automated Investing

Hands-off investing that’s always on.

You don’t have to follow the market to master it. With automated investing we’ll build and manage a portfolio for you without charging a management fee.



It’s easier than ever to put your

money on a mission.

We take the stress out of investing by helping you with the hard part:

goal setting, rebalancing, and diversifying your money.

Goal planning

Whether you’re saving for retirement, a down payment, or just investing for later, we’ll help you make a plan to tackle multiple goals.

Auto rebalancing

We’ll rebalance your investments, which means adjusting your stock and bond funds on a quarterly basis, so your money is always invested how you want it to be.

Diversification*

Risk is real. That’s why we’ll diversify your portfolio so that your money is allocated across different kinds of financial investments.


The right way to invest? It’s up to you.

Everyone has different goals when it comes to their life, their money, and their investment plans. Click
below to explore some common financial goals and example investment strategies to achieve them.

  • Take the trip of a lifetime

  • Buy a home

  • Pay for a wedding

  • Retire early

  • Save for kids’ education


Wedding

Buy a home

Trip of a lifetime

Retiring early

Kids’ college education




Time is your

best friend.

Compound interest is basically “interest on interest” and it’s how your money can make money. Time is the magic ingredient—which is why the earlier you start investing your money, the better. That way you can ride the ups and down of the market over time towards your goals.


We’re here

if you need it.

Investing with SoFi gets you access to member benefits like career services, rate discounts on other SoFi products, exclusive events and experiences, as well as access to financial advisors to discuss big picture financial goals one-on-one—all at no cost.


Get started with

no minimums.

Investing is for anyone that can afford to do it—which is why you

can start with as little as $1. Make a one-time investment today, or

set-up a recurring payment if that works better for you.

Read more
Feb
11
2020
beachfront houses

Where Should I Retire?

By | Lifestyle | Comments Off on Where Should I Retire?

When you think about retiring, you may imagine yourself lounging on a beach of sparkling sand with a fruity drink in your hand and a wide variety of amenities available to you. Or you might picture moving near where your grandchildren live so you can spend plenty of time going to their sports games, musical concerts, and more.

Or, as another option, you might envision moving to where the cost of living is low, so your money can go towards traveling the world. You might dream of upsizing to the home you’ve always wanted, or perhaps you’re thinking about simplifying during your retirement years. You might want to buy an RV and spend this time of your life on the road!

Where to live in retirement depends largely upon your goals, and what’s perfect for you might not interest someone else at all. In this post, we’ll share information about what to consider in a retirement spot and what some of the most popular retirement spots are, and offer a blueprint to help you create your own unique plan.

We’ll also talk about the linchpin of whatever retirement plan you’re creating: the ability to fund it.

Read more
Feb
11
2020

Automated Investing | SoFi – The Points Guy

By | invest | Comments Off on Automated Investing | SoFi – The Points Guy


Automated Investing

Hands-off investing that’s always on.

You don’t have to follow the market to master it. With automated investing we’ll build and manage a portfolio for you without charging a management fee.



It’s easier than ever to put your

money on a mission.

We take the stress out of investing by helping you with the hard part:

goal setting, rebalancing, and diversifying your money.

Goal planning

Whether you’re saving for retirement, a down payment, or just investing for later, we’ll help you make a plan to tackle multiple goals.

Auto rebalancing

We’ll rebalance your investments, which means adjusting your stock and bond funds on a quarterly basis, so your money is always invested how you want it to be.

Diversification*

Risk is real. That’s why we’ll diversify your portfolio so that your money is allocated across different kinds of financial investments.


The right way to invest? It’s up to you.

Everyone has different goals when it comes to their life, their money, and their investment plans. Click
below to explore some common financial goals and example investment strategies to achieve them.

  • Take the trip of a lifetime

  • Buy a home

  • Pay for a wedding

  • Retire early

  • Save for kids’ education


Wedding

Buy a home

Trip of a lifetime

Retiring early

Kids’ college education




Time is your

best friend.

Compound interest is basically “interest on interest” and it’s how your money can make money. Time is the magic ingredient—which is why the earlier you start investing your money, the better. That way you can ride the ups and down of the market over time towards your goals.


We’re here

if you need it.

Investing with SoFi gets you access to member benefits like rate discounts on other SoFi products, exclusive events and experiences, as well as access to financial advisors to discuss big picture financial goals one-on-one—all at no cost.


Get started with

no minimums.

Investing is for anyone that can afford to do it—which is why you

can start with as little as $5. Make a one-time investment today, or

set-up a recurring payment if that works better for you.

Read more
Feb
11
2020

Automated Investing | SoFi – Natural Intelligence

By | invest | Comments Off on Automated Investing | SoFi – Natural Intelligence


Automated Investing

Hands-off investing that’s always on.

You don’t have to follow the market to master it. With automated investing we’ll build and manage a portfolio for you without charging a management fee.



It’s easier than ever to put your

money on a mission.

We take the stress out of investing by helping you with the hard part:

goal setting, rebalancing, and diversifying your money.

Goal planning

Whether you’re saving for retirement, a down payment, or just investing for later, we’ll help you make a plan to tackle multiple goals.

Auto rebalancing

We’ll rebalance your investments, which means adjusting your stock and bond funds on a quarterly basis, so your money is always invested how you want it to be.

Diversification*

Risk is real. That’s why we’ll diversify your portfolio so that your money is allocated across different kinds of financial investments.


The right way to invest? It’s up to you.

Everyone has different goals when it comes to their life, their money, and their investment plans. Click
below to explore some common financial goals and example investment strategies to achieve them.

  • Take the trip of a lifetime

  • Buy a home

  • Pay for a wedding

  • Retire early

  • Save for kids’ education


Wedding

Buy a home

Trip of a lifetime

Retiring early

Kids’ college education




Time is your

best friend.

Compound interest is basically “interest on interest” and it’s how your money can make money. Time is the magic ingredient—which is why the earlier you start investing your money, the better. That way you can ride the ups and down of the market over time towards your goals.


We’re here

if you need it.

Investing with SoFi gets you access to member benefits like rate discounts on other SoFi products, exclusive events and experiences, as well as access to financial advisors to discuss big picture financial goals one-on-one—all at no cost.


Get started with

no minimums.

Investing is for anyone that can afford to do it—which is why you

can start with as little as $5. Make a one-time investment today, or

set-up a recurring payment if that works better for you.

Read more
Feb
11
2020

Automated Investing | SoFi – LendingTree

By | invest | Comments Off on Automated Investing | SoFi – LendingTree


Automated Investing

Hands-off investing that’s always on.

You don’t have to follow the market to master it. With automated investing we’ll build and manage a portfolio for you without charging a management fee.



It’s easier than ever to put your

money on a mission.

We take the stress out of investing by helping you with the hard part:

goal setting, rebalancing, and diversifying your money.

Goal planning

Whether you’re saving for retirement, a down payment, or just investing for later, we’ll help you make a plan to tackle multiple goals.

Auto rebalancing

We’ll rebalance your investments, which means adjusting your stock and bond funds on a quarterly basis, so your money is always invested how you want it to be.

Diversification*

Risk is real. That’s why we’ll diversify your portfolio so that your money is allocated across different kinds of financial investments.


The right way to invest? It’s up to you.

Everyone has different goals when it comes to their life, their money, and their investment plans. Click
below to explore some common financial goals and example investment strategies to achieve them.

  • Take the trip of a lifetime

  • Buy a home

  • Pay for a wedding

  • Retire early

  • Save for kids’ education


Wedding

Buy a home

Trip of a lifetime

Retiring early

Kids’ college education




Time is your

best friend.

Compound interest is basically “interest on interest” and it’s how your money can make money. Time is the magic ingredient—which is why the earlier you start investing your money, the better. That way you can ride the ups and down of the market over time towards your goals.


We’re here

if you need it.

Investing with SoFi gets you access to member benefits like rate discounts on other SoFi products, exclusive events and experiences, as well as access to financial advisors to discuss big picture financial goals one-on-one—all at no cost.


Get started with

no minimums.

Investing is for anyone that can afford to do it—which is why you

can start with as little as $5. Make a one-time investment today, or

set-up a recurring payment if that works better for you.

Read more
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