Preservers/spenders are characterized by being retired or working less, with main objectives of minimizing risk, generating income to replace salary, managing wealth regarding income tax, and prioritizing estate and wealth transfer planning.

Authors

• Person: Not available Organization: RBC Wealth Management
  Six financial literacy principles - RBC Wealth Management

Sources

• Six financial literacy principles - RBC Wealth Management www.rbcwealthmanagement.com RBC Wealth Management via serper

Referenced by nodes (3)

• income concept
• estate planning concept
• retirement concept