Must Read/Serious DD | Resources | Wealth Management | Regulations | Know Your Enemies | Glossary
Wealth Management Due Diligence
Name | Description | Author |
---|---|---|
MOASS Preparation Guide | In-depth guide on steps to take pre-liftoff, during MOASS, and what to do in the aftermath. | u/socrates6210 |
Tax Cheat Sheet Series | Tax advice on Income, Deductions, IRAs, and CPAs. | u/areallygoodsandwhich |
Financial Tips for the Suddenly Wealthy | Useful tips for Taxes, Insurance, Legal Advice, Investing, etc. | u/Minako_mama |
How to Keep Your Newly Minted Title of Millionaire | Guide to protecting yourself and your wealth. | u/Exact-Introduction-5 |
What to do with your Tendies - From a Financial Advisor | Advice on taxes, savings, paying off debt, and long-term investing. | u/docpapas |
Guide/Checklist to Getting your Legal Affairs in Order | Checklist to ensure your wealth is handled appropriately. | u/rddtf |
MOASS Checklist | Step-by-step guide for pre, during, and post-MOASS. | u/2008UniGrad |
Check out the Managing-Wealth section on wikAPEdia for more DD!