From Advantaged Savings vs. Regular Savings within your Savings Plan, one of the very first financial decisions you’ll make, to the transition of your family wealth, your financial success is dependent on ensuring you consider every step in between.
Financial success requires that you think about more than just selecting and monitoring investments and their returns. Rather, it’s about accomplishing your goals. Therefore, understanding all aspects of comprehensive wealth management is critical.
For the past year and a half, we’ve been providing free financial education and have covered a myriad of topics, including:
- Where to Begin
- The Building Blocks
- Your Retirement Paycheck (RIP Savings Plan)
- Debt Management
- Asset Allocation
- Avoiding Bad Investments
- College Planning
- Age Based Tax Planning
- Estate Planning
- Social Security
- Family Wealth Transitions
Living and working abroad comes with many unique challenges and sometimes it is difficult being an expat. To ensure that you are working with a professional that is aimed at becoming your trusted financial partner, and who is truly focused on helping you accomplish your personal financial goals, it’s crucial that you engage the services of an SEC registered RIA and one with a family history of over 40 years working with expats! Critical questions to ask when considering an advisor can be found within this article. If the advisor can’t answer these questions to your satisfaction, walk away!
This preview article is the last part of our 12 section Wealth Strategies series. To read the full article in detail, please click the link or button below:
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