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The Little Red Book of Retirement Chapter 1 The financial services industry uses HNW as a classification to designate an individual or family of high net worth. Every region and financial institution classifies high net worth differently, but generally, they are grouped based upon a given dollar amount of their liquid assets. HNW can qualify… Read More
The Little Red Book of Retirement – The Foreword In 1995, my first year as an advisor, my grandfather passed away after fighting dementia for over five years. The experience was not only emotionally devastating but financially devastating as well. The cost of his care completely bankrupted his estate, teaching me a valuable lesson. Proper… Read More
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