Or Patreanu Financial Blog

Why is financial advice for families so important and is it suitable for you too?

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Today more than ever, with rising interest rates and a faltering economy, there is a significant need for proper financial management. In an era defined by the rapid development of financial products, services and strategies, financial advice becomes a key point, especially for families. Financial counseling has a number of notable benefits that make it […]

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9 important principles that should be taken into account when creating optimal financial planning

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If you imagine a stressful task full of numbers when you think of financial planning, well, you should know that financial planning doesn’t have to be like that. Imagine financial planning as a fascinating adventure where you are the main character, the architects of your future, who create a brilliant and orderly plan that is

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Personal investment portfolio management: the smart way to invest your money

Finance, Investments, Or Patreanu Financial Blog /

In today’s economic climate, where the cost of living is constantly rising and the stability of the National Insurance is in doubt, creating and maintaining a solid investment portfolio is not only a recommendation but may be critical for your financial future. Building and managing a personal investment portfolio can be the key to ensuring

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10 ways a financial planner can help your family

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In the fast-paced and complex world of finance, many families find themselves confused when trying to make their financial dreams come true. From the desire for a comfortable retirement to ensuring the best education for their children, the road to financial security is fraught with challenges. This is where the expertise of a professional financial

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Frequently asked questions and answers about pension clearinghouse

Investments, Or Patreanu Financial Blog, Stocks /

Almost every adult in the State of Israel has savings for retirement and other savings and pension coverage. Many insurance companies and investment houses operate in the pension sector and it is not always possible to remember all the insurance and pension products that are available in each company. What to do? Enter the pension

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Smart investment in the capital market with the help of 19 winning tips

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Investing in the capital market can be an excellent way to increase your personal capital and secure your financial future. However, it is also an operation that requires knowledge, experience and wise judgment to maximize profits and minimize risks. In this article we will review 19 important tips that will help you become informed investors

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