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“We’re both concerned about the accuracy of our returns.”
“His revenue sharing, which he did not disclose, creates conflicts of interest as advisers may be incentivized to recommend funds…
“I didn’t ask a man to rear-end my car at a red light.”
“It’s things like this that make me wonder what else she might be doing.”
“He charged $180 for the second visit for his time, including $40 for the part.”
“Both of us were widowed. We are in our late 60s and retired.”