3/17/23: How to Prepare for the Financial Shocks of Widowhood
THE TRUTH ABOUT YOUR FUTURE with Ric Edelman
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How to Get a Refund When Your Advisor Charges You in Advance
Most advisors are charging the fee in advance. When you ultimately fire that advisor, they owe you a refund. The SEC said in their risk alert, lost clients are not being processed correctly. So there's a clear and obvious way that you can get a rebate of the undeserved fee you'd already paid.
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