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Home / Columnists / Berko / Don’t pester your way out of the will (access required)

Don’t pester your way out of the will (access required)

Dear Mr. Berko: I need your opinion on my dad's investments. He uses well-known brokerage firm Merrill Lynch and has around $1.3 million invested. The bulk of his money is in municipal bonds of all kinds. He is 88 years old and has blind faith in his broker. Dad's very tight with his money in every other ...

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