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Tag: building wealth

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I Have a Lot of Money, but I Don’t Feel Wealthy!

Updated: September 5, 2025

The amount you have invested for retirement might tell you that you’ve made it, but in your head you could…

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Is 100% Equity Allocation Wise in Retirement?

Updated: December 7, 2023

Some financial gurus are against adjusting your portfolio to a more conservative allocation as you get older. Does it make…

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Should You Diversify Retirement Assets Beyond Pre-Tax Investments?

Updated: December 7, 2023

Does it make sense to diversify retirement assets if you are primarily invested in pre-tax assets?

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How to Avoid Paying Unnecessary Taxes While Investing

Updated: December 5, 2023

Not all investing vehicles are created equal, and some investments are more tax-efficient than others. Here’s how you can invest…

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