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‘I wish Dad were here’: I received $500,000 after my late father’s wrongful-death lawsuit. My adviser suggests annuities. How do I invest it?
“I do not want incredibly high-risk investments. I want moderate risk, but something statistically stable.”Business - MarketWatch - October 27 -
‘I don’t trust my financial guy.’ I’m 67 and trying to live on $2.2K-a-month Social Security. I have $500K with an adviser, who charges 2%, but last year the return was 26%. What’s my move?
We spotted a lot of too-common red flags.Business - MarketWatch - October 31