Investing and Wealth Management

SoFi

Visit www.sofi.com/learn/content/investing/ to learn how to start investing and building wealth. Plus, use the tools below to learn more about how to make the most out of your money. 

Tools and Calculators

• Learn how to calculate stock profit to understand better how much you make and how much you owe in taxes.
• How much should you contribute to a Roth IRA?
• Find out when you can retire.

FreeWill

FreeWill is an online tool that guides you through the process of creating a legally valid will or trust. It’s easy to use, accessible online and can be completed in 20 minutes. You can use this resource on its own, or use it to document your wishes before finalizing your plans with an attorney.