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501 | It ALL worked. ALL of it. | Connie

ChooseFI

NOTE

Invest Wisely: Understand Fees

Life insurance provides a crucial source of income that requires careful investment management to sustain for a lifetime. Comprehending the compounding effect of asset under management (AUM) fees is vital for making informed financial decisions. Engaging with fee-only financial advisors who have dual qualifications, such as CPA and financial planner, can optimize financial strategies. Reliable online resources exist for finding qualified financial planners, emphasizing the importance of informed selection when planning for future financial stability.

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