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Ray,

You're not looking for 'a broker'. Schwab and Fidelity are brokers. You're looking for a 'financial adviser', and your wife ought be part of the selection process.

Back in the day, what you're calling a 'broker' was a "customer's man" who offered advice and managed the account. These days, brokers are "account reps", but really are mostly just clerks who act according to company policy and who can execute trades, but who themselves know little about how to manage money and pretty much don't trade for their own account. Also, these days, the "robo advisors" are doing a good job of beating active money managers.

In reality, you need the services of three different people, a tax guy (or gal), a lawyer, and a financial advisor.

Arindam
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