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关于我们
Touchstone Wealth is a fee-based financial advisory firm that provides guidance to help individuals, families, and businesses reach their goals and live their dreams. With more than 100 employees and advisors licensed in all 50 states, we bring broad and deep professional experience and expertise. We prioritize building relationships with our clients — advising them as we would our own family. Making a positive impact in their lives by guiding them toward financial security and prosperity is what gets us up in the morning. -------------------------------------------------------------------------------------- MassMutual refers to Massachusetts Mutual Life Insurance Company. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.
- 网站
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https://touchstonewealth.com/
Touchstone Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Scottsdale，Arizona
- 类型
- 私人持股
- 创立
- 1958
- 领域
- Investments、Retirement、Financial Services和Insurance
地点
Touchstone Wealth员工
动态
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We cannot think of a better time to discuss the importance of financial literacy, education, and planning for the future, especially in the context of the great wealth transfer. ?? With more than $84 trillion expected to change hands over the next two decades, educating the next generation on financial management and responsibility is crucial. ? Here are a few things to keep in mind when trying to foster financial values in your family: Create a personal financial mission statement with your family. This could be about pursuing financial literacy or focusing on charitable giving. ?? Schedule regular family meetings to discuss values and financial goals. ?? Teach financial literacy to your children. This can include showing your children how to save money, distinguishing between needs and wants, or overviewing basic financial principles such as budgeting, credit, or even investment strategies. ?? By prioritizing financial education and planning, we can help prepare future generations to manage their wealth responsibly and carry on their family’s financial legacy. ??