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Old 03-23-2025, 05:37 AM
BillHitz BillHitz is offline
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I could do it myself and really enjoy it but I use a flat fixed fee advisor because odds are I will die before my wife and I want her to have someone she can depend on and trust and not have to worry about it. I also like the portal tools he provides that can give all kinds of reports and different ways to analyze your portfolio.