Questions tagged [wealth-preservation]

22 questions
25
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8 answers

1.4 million cash. What do I do?

I hit the jackpot by selling my start up for $1.4 million. Then I took a salaried job at $107k. I have no debt and own a fully paid-off house and car. For the rich this may sound like small money, but this is new to me. 1.4 million is not enough to…
Sleepless Wanderer
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3
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2 answers

What exactly is a wealth management platform?

I've Googled it. Trust me. It seems every site that talks about a wealth management platform already assumes one knows what this is. Is a wealth management platform a set of ideals, a software system, a book, a robot...? Does it keep an account of…
bloomers
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0
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1 answer

Good Money Habits and Principles

I want to know good money Habits that are universal and permanent. Where can I learn about them? Please help me with some sources.