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I’m 67 with a $3 million portfolio and no major financial concerns. Do I need a financial planner?

Sat, 08 Mar 2025 03:33:00 GMT

I’m 67, retired, with a $3 million portfolio, house is paid off, and no major financial concerns. Is it worth the cost to get a financial planner to ensure we stay on track? A 2024 Northwestern Mutual ...