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Getting a Second Opinion on a Stock-Heavy Portfolio


In a tumultuous year, Jeff and Debra Benjamin have found their happy place.
Having spent most of their adult lives in the northern part of the United States, Jeff a 59-year-old senior columnist with
InvestmentNews, and Debra, a 61-year-old caterer and baker, recently relocated to North Carolina. The draw? Their 27-year-old son, his wife, and their two-year-old son, who were already living there.
“We moved down here 100% to be with them,” Jeff said. But he notes getting out of the Midwestern winters doesn’t hurt, and he’s also relishing the opportunity to play more golf, one of his passions. “I’ll be playing golf until I can’t move anymore,” he joked. ....

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