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Getting your professional advisors to work together

The pressure had been building for weeks. And it all came to a head last Thursday. I was sure Sarita and I were about to lose our long-time investment advisor. In fact, I went into my meeting with him sure this would be our last meeting together. And I was totally–totally–bummed. It was the culmination of growing distrust between our advisors.

Why had things come to this point? Read the rest of this entry »

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