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You probably don’t need or want to meet with your financial advisor every month. But it’s not a bad idea to have quarterly check-ins so you can review your progress and talk through strategies.
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Miranda Marquit, MBA, is a freelance contributor to Newsweek’s personal finance team. She has an M.A. in journalism from Syracuse University and has been writing and podcasting about money since ...
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Two Lubbock financial advisors are accused in civil lawsuits of talking their investors into a Ponzi scheme that cost ...
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