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43 year old married couple
43 year old married couple with estimated net worth of $51,000 to invest. Option one: Should couple transfer $51,000 into free roboinvestment such as fidelity or schwab? Pro: couple can save their gains for themselves. Con: will couple spend their gains on a tax expert without a financial advisor? Needs guidance in planning for longterm health care. “Rebalancing trades ca...
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