Clever Girl Finance

JUNE 15, 2023

Investing is a vehicle for building wealth. If you want to build generational wealth , you should be thinking about how you can invest your money so that it can grow. If wealth accumulation is your goal , you’ll want to know if your partner is on the same page. Also, consider how your relationship fits into these plans.

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Budgeting Planning Communication Retirement 98

Zajac Group

FEBRUARY 10, 2025

Here are a few common behavioral biases to consider for clients with equity compensationplus some important food for thought on how to avoid them. #1: Both at large and on an individual basis, these biases have the power to impact an investors decision-making (whether they realize it or not).

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WiserAdvisor

JUNE 22, 2023

For instance, if your goal is wealth accumulation, 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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Financial Advisor Portfolio Investing Investments 40