Seniors – Keep Your Allocations
Prairie Eco-Thrifter
JANUARY 12, 2014
Examples of financial advisor suggestions that would have steered my family wrong: An estate trustee at a bank recommended selling off Chevron stock that my Aunt owned “because it is too risky”. My spouse will live a long time, his Mother is going strong at 91 and his Father lived to 85. But it’s not that simple.
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