Sofia worried about losing her health plan when she quit her job to turn her side gig into a business. I did a comparison of self-employed plan options and the tax benefits. She was pleasantly surprised to learn of the many tax breaks for self-employed health care.
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Passive Investment StyleYou understand that no one can consistently beat the market.
You practice staying the course during down markets because it is better in the long-term than selling if you have time to wait for a potential market rebound. You prefer low-cost diverse allocation of exchange-traded funds (ETFs) and/or mutual funds to riskier individual securities. See additional criteria below. |