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Windfall Planning
With baby boomers nearing the end of their time on earth, a huge wealth transfer is in the offing. What would you do with a big inheritance of guess? Plus, are CFPs always acting as fiduciaries? Then, it's question time:
- How do we avoid bad companies in our client's portfolios?
- Does it make sense to move from a target-date fund to a total market index?
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Published on 2 years, 7 months ago