Not sure what to expect from a financial advisor? Aaron Vincent and Matt Decker reveal the questions that matter: evaluating fees, assessing performance, uncovering overlap, and protecting against interest-rate risk. They explain why personal fit is essential and how clear communication builds a better long-term partnership. Practical and empowering, this is your guide to a smarter first meeting.
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Aliens, Myths, and Retirement Truths
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Still Rowing After You’ve Arrived
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The Birthdays That Change Your Retirement
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