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Reply to "Net worth growth in 2025?"
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[quote=Anonymous]Are you counting new 401k and non-qualified investments or just more passive earnings? I invested $300k which increased my NW by that much plus market increases. I need to get out of my Ameriprise managed account with a 0.9% AUM. What does everyone recommend? We own a business and have a living trust but I’m not sure that’s a problem. Most of our NW is in non-qualified investments. [/quote]
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