The world of finance is vast. One significant financial mistake can cause your financial life to explode. Do your homework and be humble enough to ask for help when you get stuck on big decisions. But make sure any financial advisor or planner you work with is a fiduciary. A fiduciary is legally required to act in your best interests at all times.
For more information on how to find a good fiduciary, check out Chapter 14 of my new book, From Monk to Money Manager: Why It’s Okay to Be a Little Bit Wealthy—And How to Make It Happen.