Why Your Savings Rate Is Probably Too High
Student Loan Planner
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Navigating Conflicts of Interest in Financial Advising
This chapter explores the conflicts of interest in financial advising through a couple's consult, revealing how planners may prioritize investment growth over personal goals. It underscores the importance of understanding a planner's pay structure and its impact on the advice given, particularly in balancing discretionary spending with long-term financial objectives.
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