High-net-worth investors face unique challenges when managing their wealth. While the fundamental principles of investing apply universally, the affluent investor encounters specific complexities due to the scale and structure of their financial portfolio. Let’s explore some of these challenges and how they can be effectively...
At Affetto Wealth, we recognize the unique financial and emotional challenges that arise after the loss of a spouse. It is a difficult experience for any spouse to lose the love of their life, and this loss impacts women significantly more so than men. Among...
Let’s be honest, experiencing a substantial boost in income can be exhilarating. Whether it’s due to a major career milestone, a business success, or a sudden financial windfall, this new level of income opens up a range of possibilities. But it also requires thoughtful planning...
In today’s busy world, navigating personal finances can often feel like a daunting task amidst the whirlwind of daily obligations. However, one of the keys to taking control of your financial future begins with understanding and managing debt effectively. Here are six things to consider:...
Embarking on retirement alone, whether by choice or circumstance, presents unique challenges and opportunities that require thoughtful preparation. As divorce rates among older adults rise and the number of solo retirees increases, and ensuring a fulfilling retirement journey on your own becomes increasingly important. Let’s...
For previous generations, choosing when to retire seemed “easy”. But what was once a straightforward decision tied to reaching a certain age, such as 65 for Social Security and Medicare eligibility, has now become much more nuanced with many considerations. Now the age at which...