Articles
- Where Do I Start?
- Getting a handle on my finances
- Thinking about saving
- What can I afford?
- Do I need professional help?
- How do I become an investor?
- Will I have enough for college and retirement?
- I don't speak English well. Who can help?
- What do I ask a professional the first time?
- What do CPA, PFA, and other accreditations mean?
- Can I check the background of my advisor?
- Am I getting the best service?
- Can I change financial advisors?
What help can my bank provide
Banks provide many services. They provide accounts, such as checking, savings, and money market accounts. Most banks also have investment representatives who can explain different types of investment products and set up a plan for you through the bank for you to invest, such as college savings plans or even investing money in mutual funds. If you have a checking or savings account with a local bank, call and ask if they have an investment representative. Ask what types of services they provide. They should offer you a free appointment for you to come in, meet, and discuss your financial needs. Although they're typically not professional financial planners, they may be able to help you analyze your current and future financial needs from what they know of your financial situation and help you think about what options might work for you to save and invest your money. Remember, regardless of what type of professional help you hire, it is still your responsibility to make decisions in your own best interest, keep tabs on how your investments are performing, and staying involved in the process.

