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Март
2021

What’s Really Left On The Table When You Have Too Much Cash? Hint: It’s A Lot.

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An Instagram influencer walks in with $1,000,000 in cash from endorsements. She doesn’t know what she should be doing with her money, but her CPA said “you should talk to a financial advisor.” So she did, but only after a year of phone tag and rescheduled appointments.



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