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At what point do you work with an advisor/ planner?
At what point do you work with an advisor/ planner? Me and my wife (early 40s) are coming into a significant amount of money and property. I’ve been on this subreddit and a few other similar ones, and there’s a lot of good advice that I’ve come across. I’ve done most of the investing and have done pretty well. I feel we never needed an advisor/planner but now with the assets we’re expecting, I’m ...
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