JDWinNOLA, you responded with:<< I would think that I would not want a "Good Friend" to know my personal finances that closely. I don't even tell my daughters exactly what I have, much less my friends. I don't think you can remain friends with this advisor if you use him.There are always exceptions but more friends have been lost over money than anything else, including girl friends. ;-) >>Hmmmmmm??? . . . . "including girl friends", huh? How about including wives and husbands? Therefore one shouldn't disclose "personal" finances to a spouse, huh? Why or why not? Is it easier to trust a friend or a stranger with one's personal finances . . . ???I feel it depends on just how good that friendship is AND how good a "friend" one can be. AND . . . .just because one may use a "friend" of personal issues, like finances, doesn't me one should just take things for granted.
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