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"Wealth is not just what we have in our bank accounts." When Bernadine's husband passed away, she felt lost handling financial matters. With support from a financial advisor, she simplified life the way she wanted – selling her mansion and moving into an apartment. The extra money meant she could fulfil long-held goals, like pursuing a literary life, joining a group for retirees at Hofstra University, writing her memoir, and self-publishing a book. Bernardine's story shows how reimagining wealth isn’t just about financial assets, but enriching relationships – with others and ourselves. Read her full story through the link in bio > UBS. Source: UBS, client interview, 2023 #WealthPlanning #WealthStrategies #WealthAdvisor #Networking #ShareUBS

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