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This is pretty much the role of the chap my mother found, and who we saw when it became clear hubby wanted to exit the rat race. I'm amazed how knowledgeable he is, and how tiny things can have major impact on earnings, tax, nursing home fees etc. In our case, there were so many different...

I have been sorely disappointed in the financial planners we have seen.... one about 20 years ago and one about ten years ago, when we were looking for advice and direction. The disappointment with the one ten years ago was nothing to do with what he was trying to sell us, but with his total...