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A second opinion

Having a financial planner when you’re more of a DIY planner has benefits:

Why I Have a Financial Planner [Morningstar] – “But as I ticked through the key reasons we have a financial planner, they still hold water. In fact, since we started the relationship, we’ve picked up on even more benefits than we expected going in. We’ve gotten a good “return” on the money we’ve spent, and having a relationship with a planner has helped deliver a return that can’t be quantified: peace of mind.”