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I help my parent with retirement planning, and I’m looking for a checkup.
I help my parent with retirement planning, and I'm looking for a checkup. About four years ago I posted to this sub with initial plans, had my parent consult with with a couple fee-only advisors as well as some estates lawyer in their state. Decisions were made, and three years after pulling all the necessary levers, I'd like to ask for a checkup. My parent (72 y/o) has approximately $1MM invested. The investments are...
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