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Meeting with Grandma’s Charles Schwab advisor… what questions to ask?
Meeting with Grandma's Charles Schwab advisor... what questions to ask? Hi everyone, Basically, my grandmother is in her retirement years but we have not checked in with her financial situation at all. We're moving in a direction where we (my wife and I) want to just check in with her finances every few months. We don't want to get blindsided by anything, and we want to keep a pulse on how she is doing financially. ...
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