


Comparing the potential returns from investing the extra funds versus the interest saved on the mortgage.
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what does a wealth advisor do
- Explaining the features and benefits of different options.
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- Client engagement and willingness to provide necessary information. How does a wealth advisor help clients understand and potentially benefit from various tax-advantaged savings and investment accounts, such as 401(k)s, IRAs, 529 plans, and health savings accounts (HSAs)?
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- Tax-advantaged retirement accounts (401(k), IRA, etc.).
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