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Create the life you love: making your income, spending and financial goals work together
Answering the financial questions of the rising generations
May 22, 2024• Rising Generations
Create the life you love: making your income, spending and financial goals work together
Contributors
Keri Pankow
Senior Vice President•Senior Wealth Strategist
Nicole Granger
Senior Vice President•Senior Financial Strategist
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Navigating new wealth with confidence
Building wealth today doesn’t always look traditional. Maybe your net worth is made up of stock options and other equity compensation, real estate or other future financial windfalls. That kind of opportunity can be exciting—but it also comes with real decisions around risk, liquidity, taxes, and what comes next.
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Whether you’re building your own art collection, inheriting family gems, or just want to make the most of what you own, our experts will break down practical tips to help you assess, manage, and safeguard your tangible assets.
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Trump Accounts
Designed to help children build savings early with tax-deferred growth, Trump Accounts offer a new way to support long-term financial goals. Families interested in Trump Accounts should keep several important considerations in mind.
