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123 | The 4 Big Buckets of Wealth Management

The Obvious Choice

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Benefits of Working with a Financial Advisor

In this chapter, they discuss the benefits of working with a financial advisor and the different investment options available based on the amount of money invested. They mention that low-cost index funds, like Vanguard, make sense for those with less than a million dollars, while those with more than a million may benefit from the expertise of an advisor. They also touch on the existence of investment vehicles and tax strategies that may be unknown to individuals with lesser amounts of money.

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