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Leveraging Both Sides of the Balance Sheet to Help Build Wealth

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Leveraging Both Sides of the Balance Sheet to Help Build Wealth l 3 04 Potential Advantage of Strategic Borrowing 05 Lending Possibilities 06 Credit Risks 07 Things to Consider Prior to Using Credit 08 Tax Savings Study 08 Opportunity Cost Case Study 09 Liquidation vs. SBLOC vs. Consumer Unsecured Case Study 10 Client Scenario's Grid Example 11 Conclusion What's Inside © 2 023 Envestnet, Inc.

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