SoFi Automated Investing provides robo-advisory services with no minimum investment requirement, accepting contributions from as little as $1. The platform creates personalized investment plans based on individual risk tolerance, time horizon, and financial goals, suitable for both retirement accounts (IRAs) and general investment objectives like saving for a down payment. Portfolio management includes diversification across various ETFs and automatic quarterly rebalancing to maintain target allocations. The service accommodates different investment styles, from conservative to aggressive approaches. SoFi's automated platform handles ongoing portfolio management, allowing investors to maintain a hands-off approach while pursuing their investment goals. They have a comprehensive free Resource section with a Student Loan Refinance Calculator, Mortgage Calculator, Student Loan Payment Calculator, Personal Loan Calculator, Student Loan Payoff Calculator, Home Affordability Calculator, Life Insurance Calculator. They also have guides for specific types of professionals including: Student Debt Guide, Medical School Refinance Guide, Investing 101 Guide and Consolidate vs. Refi.
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