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what does a wealth advisor do
- Using donor-advised funds or private foundations.
- Encouraging a long-term perspective and sticking to the financial plan.
- Regular meetings and proactive updates from the advisor.
- Prioritizing which debts to pay down first using strategies like the debt snowball or debt avalanche.
- Strategies for generating income from investment portfolios.
- The growing importance of sustainable and socially responsible investing.
- How does a wealth advisor assist with estate planning?
- Planning for ongoing maintenance and property taxes. How can a wealth advisor help me understand and manage the complexities of Social Security benefits and Medicare enrollment in retirement?
- How do they celebrate financial milestones with me? What are the legal and regulatory aspects of wealth management?
- Cost-effective investment vehicles and strategies. How does a wealth advisor help clients stay disciplined with their savings and investment plans?
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