The Financial Advocate

"Caring for Aging Parents, With an Eye on the Broker Handling Their Savings"


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This case study is about caring for your aging parents and keepings an eye on their investments, especially if your parents are showing signs of cognitive impairment. This New York Times Article tells a story about a family dealing with a broker who made excessive trades in order to gain more commissions. It is important to always review your statements and know how much you are paying your advisor / broker. 

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The Financial AdvocateBy Colin Meeks

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