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Never trust an adviser of the cloth (access required)

By Malcolm Berko
Published: October 29, 2011
Time posted: 9:17 am
Dear Mr. Berko: We have two children, ages 7 and 11. A financial adviser who is also a deacon in our church wants us to open a college 529 plan in the Putnam Voyager Fund. We have money from an $88,000 inheritance, plus 655 shares of Veolia Environmental stock from my aunt, who died last year. We've ...



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