Tag: #wealthmanagement
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What to do after you sell your business
Life becomes different after you come into a big pile of cash. Whether you’ve just sold your business, received an inheritance, or won the lottery. Suddenly being rich also brings problems. This post will describe some ways to approach life after you cash in. Take some time to reflect and celebrate If you’ve dedicated your…
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Not Just Money
This post will explain why your financial legacy is more than just dollars and cents and outline how you can cement your legacy with a wealth management process.