If an investor chooses a non-human financial advisor, what price could they end up paying?
Investors have a choice today that they did not have a decade ago. They can seek investing and retirement guidance from a human financial professional or put their invested assets in the hands of a robo-advisor.
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THERE’S AN EARLY RETIREMENT MOVEMENT GOING ON: FINANCIAL INDEPENDENCE, RETIRE EARLY (FIRE), AN EFFORT AMONG MILLENNIALS IN PARTICULAR TO SAVE AGGRESSIVELY IN ORDER TO RETIRE EARLY OR PURSUE OTHER CAREER OR HOBBY INTERESTS.
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Your investment strategy and estate plan should keep pace as your views evolve.
Time changes our perspective on many things, including our finances. Perhaps you used to think that money would solve all your problems, or that you didn’t want to spend your time and energy thinking about your finances. You’ve lived, and you’ve learned.
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