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CFP Anderson Lafontant told me she advises wealthy clients to treat their cash like a business would, staying on top of incoming and outgoing funds. Check out Vanguard Personal Advisor Services® to get the investment advice you need to help build the life you want » I wanted to know what these tricks were. What kind of knowledge did they have or did they have access to with their financial advisers that most people don't? That's what led me to
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