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While youre certainly aware its there and worth something, you may not feel the same level of attachment and responsibility to it as other aspects of your wealth that youve had more hands-on interaction with (like a paycheck or bonus). However, equity comp is a part of what youre paid by an employer, just like a salary or commission.
For instance, if your goal is wealthaccumulation, the financial advisor may recommend different strategies versus if your goal is wealth preservation. You can start by discussing your anticipated retirement expenses, such as housing, healthcare, food, travel, hobbies, entertainment, etc.
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