Check Your Financial Advisor’s Designations Now
It takes four weeks to become a financial advisor. Others spend years becoming experts. How can you find the most qualified advisors?
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“Geographic Arbitrage” – Move To A Different State And Increase Your Wealth!
If you work remotely, it likely makes sense to move to a low-tax state with low housing costs. How much could such a move increase your net worth?
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Should You Invest in Stocks? Bonds? Bitcoin?
“Should I invest in stocks” is one of the top investing-related searches on Google. If that’s how you got here, I’m happy you decided to stop at WELLth. Today, we’re going to discuss some basic characteristics of stocks, bonds, and other investments and how they can add value to a well-diversified investment portfolio. Stocks –
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Investing vs Paying Down Student Loans & Debt (Part 2)
This article discusses whether you should invest in stocks and your 401k plan or if you should pay down debt instead
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Your Financial Advisor Charges Too Much – Fixed/Flat Fees Are The Future (Video)
Taken from WELLth’s LinkedIn I had a few objectives in mind when I founded WELLth Financial Planning. The most controversial of the bunch? I want to break the traditional “assets under management” (AUM) fee so prevalent among my competitors. Typically, financial advisors will charge based on a percentage of the investments they manage. This method of
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