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Personal Finance + Wealth Management

Personal finance refers to the management of your money, which includes aspects such as saving and investing. It also encompasses budgeting, banking, insurance, mortgages, investments, taxes, retirement, and estate planning.

Wealth management is a discipline focused on organizing and planning wealth to help grow, preserve, and protect assets. It aims to pass these assets on to family members in a tax-efficient way, aligning with their wishes.

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