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Today’s $$ ‘Word’: Wealth Management.

 Wealth Management: This is kind of a one-stop-shopping financial services deal: you can get help with your taxes, investments, and estate planning all under one roof. For a fee, of course, usually a percentage of the value of the assets they are managing. Keep in mind, there is usually a minimum to get this service, which can be six figures. That’s why they call it “wealth management” and not just “money management.”

By | 2017-01-23T08:55:11+00:00 September 22nd, 2014|Word of the Week|1 Comment