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Thanks. All of the funds are actually in TD Ameritrade so it shouldn't be difficult to move to other options, assuming I can find someone i trust.

Thanks for the quick replies. I actually have an appointment with a different one tomorrow.

Hello. I'm looking for some advice. I'm 61 years old, currently on Long Term Disability (another long story) and no longer working. I'll likely be retiring at the end of the year & starting my pension. I do have some medical expenses but those are taken care of at this time. I have about...