Investing can be a little intimidating and even scary as consumers think about how to best plan for their future. People work hard to earn their income, so they want to feel confident they are making all the right moves. There are some best practices to follow when determining how to invest and with whom.

The first step is to find a financial adviser that you feel comfortable doing business with, according to Boris Rogulja, senior vice president, wealth manager at BNY Wealth in Beachwood.

“It’s all about the relationship,” he said. “Who would you want to work with for the next 20 years and who would you want to take care of your family?”

Find a financial adviser who is interested in your goals and your risk tolerance, someone who understands your family situation and where you are in yo

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