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‘I got seriously burned’: My financial adviser took me for lunch, bought my kids gifts — and had me invest $500,000 in annuities. What should I do?


“When I finally learned I’d been scammed, it took me a decade to pull my money out of the various annuities little by little, year by year.”

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My friend, 78, owns a house with his girlfriend, 68. As executor, should I convince him to split his estate 50/50 with his only child from a previous relationship?

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