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Lori Van Dusen Delves into Financial Wellness Strategies with InvestmentNews

January 30, 2024

Lori Van Dusen, the Founder and CEO of LVW Advisors, emphasized the fundamental approach to proper financial planning. She suggests starting with a clean slate, defining financial goals, creating a budget, setting aside emergency funds and understanding liquidity needs. Lori also suggests building an investment portfolio aligned with your individual goals for a higher probability of success.

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