Your needs change the closer you get to retirement, so even if you have a great financial adviser, the relationship may no longer be a good fit. How to tell when it’s time to move on. Getty Images I meet a lot of people who say they really value the advice they’ve gotten over the years from their financial professional.
They appreciate the help they received while saving for a house, trying to stay out of debt, getting their kids through college and accumulating their nest egg.
And yet, sometimes the same folks who say they “love” their advisers start to […]
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