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Top related persons:
— - 1 Ronit Rogoszinski - 1 Jay Zigmont - 1 Andrew Lokenauth - 1 Brian Berkenhoff - 1
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☆ Financial planners say their millionaire clients retired comfortably thanks to 4 non-traditional strategies
  + stars: | 2023-05-09 | by ( Jen Glantz | Stephanie Hallett | Read More | ) www.businessinsider.com   time to read: +5 min
I started my SEP IRA at 30, but I wondered if there were other, nontraditional options for retirement. I asked financial planners how their millionaire clients saved. I'm happy to be saving for retirement now, but I still wonder if I could retire comfortably without saving into a traditional retirement account. To find out, I asked financial experts if any of their millionaire clients had retired without traditional retirement funds. They didn't take on debtIt turns out you can retire as a millionaire without robust traditional retirement funds.
☆ Financial advisors share 4 habits that their most successful clients have that helped them build wealth
  + stars: | 2021-12-26 | by ( Jen Glantz | Read More | Read Less | ) www.businessinsider.com   time to read: +4 min
I talked to advisors about what successful strategies they saw clients use to build wealth in 2021. Using an HSA, living below their means, and setting clear money goals were some of their responses. As I reflect on this year, I was curious to hear the successful strategies others used to build their wealth. "Wanting to build wealth is not enough," said Zigmont. Financial advisor Andrew Lokenauth said that a common thing he sees with successful clients is that they are living below their means.
Persons: —, Ronit Rogoszinski, Jay Zigmont, Andrew Lokenauth, Brian Berkenhoff Organizations: Service Locations: United States
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