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Kiplinger
Kiplinger
Business
Laura Gariepy

8 Rules for Choosing the Right Financial Adviser

Financial advisor discussing finance with women at home.

As you enter retirement (or prepare to), your financial life gets more complicated. You have assets to protect (and continue to grow), taxes to optimize, a legacy to leave and more. It makes sense to seek help to ensure everything is done correctly.

But finding the best financial adviser for you is easier said than done. There are many qualified professionals available. However, some aren't well-suited to manage your money.

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