4 savings tips from a CFP who works with millionaires - Business Insider

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I picked the brain of a financial planner who only works with millionaires, and she shared 4 savings tips I'd never thought of before

Personal Finance Insider writes about products, strategies, and tips to help you make smart decisions with your money. We may receive a small commission from our partners, like American Express, but our reporting and recommendations are always independent and objective.

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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