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Beachguy75 writes:
Her advisor moves her money around almost monthly, but always stays in the same fund family (I don't agree with his choices, but that's another story).

Good for you that you take time out from fun in the sun & check on your Grandmother's finances. I strongly suggest you go immediately to the followin URL.

Some good sound advice already given but why not a little more. I also suggest you may nedd some career enhancement if "fun in the sun" slows down.

Hope your advice will be well received & appropriate action taken.

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