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Saagar Gupta | Blog

This blog/website is only made available for educational purposes. It is designed to give visitors general information and a general understanding of select financial topics. It is not intended to provide specific financial or investment advice. Conduct your own due diligence or consult a licensed financial advisor/broker before making any and all financial/investment decisions. 

How to Protect Generational Wealth

How to Protect Generational Wealth

It usually takes decades of hard work and dedication to build wealth to ensure your children have the financial stability they need to pursue their goals. Unfortunately, while the initial wealth of a family may be inherited, the next generation may not be able to...

What is Holistic Financial Planning?

What is Holistic Financial Planning?

For many people, the term wealth management is synonymous with investing. A wealth manager can help you grow your assets by providing portfolio management and investment advice. However, while investing is a great way to achieve wealth accumulation, it is also...

The Best Finance Software of 2022

The Best Finance Software of 2022

The first step to achieving a financial breakthrough is by managing your finances. Getting your finances in order is also the best way to discover ways you can achieve your long-term goals. However, some people find it challenging to manage their finances, especially...

How to Quickly Pay Off Your Student Loans

How to Quickly Pay Off Your Student Loans

Frequently students graduate with significant loan debt. This leaves students with no choice but to pay it if they want to move forward in life with a good job. However, one can take some smart steps to pay off student loans even faster. Naturally, this challenge is...

Financial Scams to Avoid in 2021 and Onward

Financial Scams to Avoid in 2021 and Onward

Bank scams are a prevalent means for criminals to get personal and financial information from people. Consumers lodged over 2 million complaints about financial scams in 2021. Here are some of the most common and devious methods used to steal money from people that...

Types of Financial Careers

Types of Financial Careers

Some people like to say that finance is boring. They think it's just a bunch of numbers and graphs. But there are so many different careers in the financial industry, from personal banking to risk management. In this article, we will explore some of the most popular...