Most experts recommend a cash reserve of at least one year's worth of living expenses.
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Q12: It is essential that both the client
Q13: Investment planning is complicated by tax concerns.
Q14: The gifting phase is similar to, and
Q15: An appropriate investment objective for a typical
Q16: The typical investor's goals rarely change during
Q18: An example of a unique need in
Q19: The ability to retire at a certain
Q20: Individual security selection is far more important
Q21: Average tax rate is defined as total
Q22: The portfolio mixes of institutional investors around
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