Sherry's children had money in trusts that were created when their father had passed away. She was the trustee and wanted to make sure that she was doing a good job managing their accounts. We did a deep dive into how fees work and showed her how to help align the fee structure with their intended use of the money.
Investments have fees, but they are often hard to understand. Fees add up, so it is important to know what you are paying when you make investment decisions. In this episode Mary Sterk takes the mystery out of investment fees and clearly explains how and where costs can be found.
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