Just made a change I should've made years ago — fired my old-school adviser.
He was nice enough, but all he wanted was to manage my portfolio. Problem is, I'm an index investor. I can rebalance myself. What I actually needed: someone to help me see the bigger picture, build a real financial plan, identify priorities, keep me disciplined.
My new adviser gets it. He's 30 years younger, understands what I need instinctively, and has given me more clarity and peace of mind than I've had in years.
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