re: Got an appointment with financial advisor Thursday.......

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a Certified Financial Planner will almost certainly give you competent advice.

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I don't know about the "certainly" part but they're better than most. Investment advice isn't rocket science and is something most people can do on their own with a little desire and study, just stick with good asset allocation. But if you need details on succession planning, insurance, that sort of thing you might want to talk with a CFP.

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amsterdam

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