A Low-Fee Estate Planning Nightmare

When it comes to investment providers, you get what you pay for. Anne talks about how an investor's estate got sucked up in a legal mess by a head-scratching policy at a low-cost, do-it-yourself investment provider that kept the investor from choosing beneficiaries on a joint account. Paul and Anne agree that before you jump into an option that seems low-cost and easy-to-use you need an advisor who can help you avoid this kind of situation. Later in the show, Anne brings some positive news to encourage investors during a down market.

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