Afford Anything cover image

Q&A: The Efficient Frontier Was Perfect Until HR Got Involved

Afford Anything

CHAPTER

Navigating Investment Risks and Financial Planning

This chapter delves into the importance of assessing investment risk and the implications of significant financial resources, highlighting charitable opportunities. Additionally, it offers practical advice for managing limited investment options in 401k plans and emphasizes the necessity of establishing financial goals for the new year, including the creation of wills or trusts.

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