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advisor giving presentation to coworkers Financial professionals who specialize in retirement plans might rely on a third party to set up their plan, but they don’t need to. In fact, they shouldn’t. (Photo: Shutterstock)

There’s an old joke about a town with two barbers – a perfectly clean-shaven one in a meticulously maintained salon, and a disheveled one in a messy barber shop. Which one do you go to? The disheveled one, because he’s the one that gave the clean-shaven barber his perfect haircut.

Christopher Carosa


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