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Wealth Manager vs. Financial Advisor: What’s the Difference?
If you crack open a thesaurus (or more likely, go online) and look up synonyms for the word “finances” you’ll find words like “money”, “investments”, and “accounts” – all words that sound like the word “wealth”. Similarly, when you look up “advisor”, there are words...
Wealth Management Tips
Every person faces unique situations when it comes to money, and high net worth individuals are no different. In fact, the more wealth you have, the more complex questions you may have. Whether you hire a wealth manager or decide to do it all on your own, there are a...
Healthcare in Retirement
There is probably no subject more important – and more complicated – to successful retirement planning than the issue of health care costs in retirement. There is nothing further from the truth in that thought that once we turn 65 Medicare will take over our health...
Preparing for Retirement: Housing
One of the biggest assets most of us will end up with as we near retirement will probably be our home. What you decide to do with it as you retire is probably one of the more important decisions you will make. Chances are reasonably high that you have lived in this...
