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Buy / Sell / Trade Dec 14, 2025 at 3:02 AM

When and why to use a financial advisor

Posted by Priya Patel

📍 Lexington , KY


Fee-only fiduciary advisors are paid by you not by commissions on products they sell. Use one for: complex tax situations, pre-retirement planning, inheritance decisions, and business exits. Not necessary for straightforward accumulation phase investing where low cost index funds and consistency outperform managed approaches.

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