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A CFP I am considering hiring suggests us to move our retirement investments from mutual funds to individual stocks/bonds. Does this sound typical?
A CFP I am considering hiring suggests us to move our retirement investments from mutual funds to individual stocks/bonds. Does this sound typical? I and my husband are around 50 yo and have been considering hiring a fiduciary planner mainly for our retirement funds. We want to get some guidance on whether we are on the right path for saving and also tax management when we retire in another 15 or so years. After interviewing several, we have settled on one that we are most comfortable with....
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