I’m 40m, married, 3 kids. I’ve earned and saved, but I have taken little-to-no action to optimize my savings. What are some resources that can get me started?

I’m 40m, married, 3 kids. I’ve earned and saved, but I have taken little-to-no action to optimize my savings. What are some resources that can get me started? Do I start w a tax professional? A brokerage? I’ve always had a hard time trusting people who was access to my accounts.
submitted by /u/CuriousKappy

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