I am 65 with about $1M. My financial planner recommends a custom 60/40 portfolio and will meet with me 3x per year. But here’s what he wants to get paid for that
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No Employer-Sponsored Retirement Plan? Here’s What a Financial Advisor Suggests
How Gideon Drucker, President and CEO of Drucker Wealth, is helping his clients who don't have an employer-sponsored retirement plan save for their future.