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0:30
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Stifel Wealth Tracker TV Spot, 'Organizing Finances'
Stifel knows that organizing your finances can be overwhelming. There's a mortgage, loans, bank accounts and tons of other documents stuffed somewhere. Luckily, Stifel claims to have an easier way with its Wealth Tracker, which brings all of your information into a single secure location.
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Come budget breakdown a $150,000 annual income using the monthly expenses tracker. This person has done well to acquire assets over their working life and currently has 2 investments under their name which they can use to leverage equity and use as tax offsets. Disclaimer: This video is for informational purposes only and should not be taken as financial advice. Please consult a qualified financial advisor for guidance tailored to your specific circumstances. #budgeting #realestate #personalfina
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