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I told my bank to fund a backdoor IRA, but my adviser left the money in the wrong account. Should I...
The investment linked to the retirement account experienced a substantial growth of approximately 20% during the year, highlighting the importance of correct fund allocation for fi...
Read Full Article →‘I’m very cynical’: My stepmother, 85, makes bizarre requests for money from my father’s $10M trust....
An 85-year-old woman is making unusual financial requests from her late husband's $10 million trust, raising concerns about the trust's management and the adequacy of its legal set...
Read Full Article →My sister has a learning disability and her husband squandered $100,000. How do I protect her from h...
A family member seeks guidance on safeguarding a relative with a learning disability from potential financial exploitation by her spouse, who has mismanaged a significant sum of mo...
Read Full Article →I begged my adviser to sell amid the market turmoil. He dragged his feet and I lost $20,000. Do I ha...
A client expressed frustration over significant financial losses attributed to their adviser's delay in executing trades during a market downturn, raising questions about potential...
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