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Keep your broker; I'll do your Retirement Income Planning as a stand-alone service.
I understand that you can't leave your current broker or financial advisor easily. They do have all your money, and it is "allocated"....

Serious Money Ohio
Aug 24, 20232 min read
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Are you terrible at financial math? It is costing you money.
Some people like numbers, calculating and figuring. Their brains are wired to look at choices that involve numbers well. These folks...

Serious Money Ohio
Aug 3, 20232 min read
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