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Joined 2 years ago
Cake day: December 11th, 2024
  • Not sure how old you are or what stage of life you are in but if you really want to get on top of finances and hate dealing with finances, look into hiring a fiduciary.

    They may require more overall worth before taking you on as a client but they can give you a plan yo follow to get there.

    If you do qualify then they can handle all of the financial stuff for you. Note these aren’t just accountants or money managers but they are required by law to work in your fidicuiary interest. Usually charge by a percentage of worth so it is in their best interest to make you money because then they make more money.

    The initial plan to follow is a stepping stone to get where you want to be financially with the goal of the fiduciary handling everything for you. I honestly wish I knew about them in my 20’s instead of decades later.