Ensuring Financial Security over Extended Lifespan
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The selection of a trusted financial advisor was key. One person recommended using a fee-based financial planner who won’t churn your investments and can run analyses of your portfolio over various scenarios (sensitivity analysis). Another advised turning assets over to someone while you still had enough wits about you to assess their capability and trustworthiness. Others spoke of vetted lists or asking friends to find a trusted advisor. One person relied on a Financial Company to manage assets, and another warned strongly against investing in funds.
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