Find a good fiduciary.

Investing without a fiduciary is only recommended for those who are willing, have the time, and are confident in their ability to allocate assets appropriately. However, fiduciaries have the added benefit of being a tax-efficient method of money management and retirement income planning. It can also allow greater access to alternative investments.

What to do?

[In our mobile application, you will find a detailed list of actions for this habit]

If you have the app installed