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Broker’s record, advice warrant making change (access required)

DEAR MR. BERKO: We have been with our broker, who may be getting long in the tooth, since October 2008. Our original $525,000 investment, from which we take $1,200 a month, has grown to $557,000. Because we would like to take more money out of this account and not touch any of the principal, he ...

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