man watching dollar bills flying overhead rich money wealth

1. Have a plan.

intergenerational wealth transfer

2. Delegate but be involved.

3. Understand your career cycle.

4. Friends and family entourage on the payroll.

5. Avoid debt.

6. Keep your investments simple.

7. Understand what money is and what it isn't.

BenefitsPRO related reading: How to help employees achieve financial wellness: Resources 4 behavioral strategies to boost financial wellness The dark side of behavioral finance

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