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A Milwaukee Couple Wants to Retire at 60. A Financial Adviser Gives Them a Road Map.
They also want to make sure they can help their parents when the time comes.The Wall Street Journal - World -
Our adviser put 50% of our holdings in individual stocks, but now we fear a big tax hit by switching to index funds
Changing investment strategies midstream can lead to significant capital gains when you sell.MarketWatch - Business