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“Asset Management Vs Wealth Management”

1008 Search Results

1008 Search Results

Key Terms to Improve Your Financial Literacy

Key Terms to Improve Your Financial Literacy

https://www.sofi.com/learn/content/key-terms-to-improve-your-financial-literacy/

…amount from the value of your assets. An asset is anything that has a positive value, such as a home, retirement account, or CDs. Net worth can be positive if…


Should I Spend My Year End Bonus?

Should I Spend My Year End Bonus?

https://www.sofi.com/learn/content/spending-year-end-bonus/

…worked hard all year. So it’s totally understandable if you want to put some of your bonus money simply towards a few wants vs. just needs. With any financial decision,…


Top 10 Reasons Financial Wellness Is Important in the Workplace

Top 10 Reasons Financial Wellness Is Important in the Workplace

https://www.sofi.com/learn/content/reasons-financial-wellness-important-workplace/

…weren’t taught in school, such as income tax deductions (especially as they get married and have children), the necessity of life insurance, and wealth management and investing. At the same…


Rebuilding Trust in a Marriage After Financial Infidelity

Rebuilding Trust in a Marriage After Financial Infidelity

https://www.sofi.com/learn/content/financial-infidelity-rebuilding-trust/

…Financial Infidelity? Financial infidelity can occur in a variety of situations; whether both spouses work or one doesn’t, or whether they have joint vs. separate bank accounts. There’s no one…


10 Signs You're Living Beyond Your Means

10 Signs You’re Living Beyond Your Means

https://www.sofi.com/learn/content/signs-living-beyond-your-means/

…a small amount of each paycheck into a 401(k) or IRA each month can help you build wealth over time. This move can get you on track to meet your…


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