I’m 63 with $1M in stock. I pay my adviser 1% — but I’m only getting a 7% return. Is it time to find a new adviser?

“A professional that builds trust and understands the client’s situation can help a client meet their goals, whether that is a comfortable retirement or leaving an inheritance. These conversations are ultimately more important than comparing your return to your neighbors,” says certified financial planner Jamie Botsko at Greenleaf Trust.

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