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Do You Need a Financial Adviser? Ask Yourself These Four Questions

The Wall Street Journal

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November 10, 2025

Life milestones like marriage or retirement can create financial complexities that even do-it-yourself investors need assistance on

- BY DEBBIE CARLSON

Do You Need a Financial Adviser? Ask Yourself These Four Questions

KIERSTEN ESSENPREIS

THERE HAS never been an easier time to be a do-it-yourself investor, thanks to the host of technological aids such as financial calculators, budgeting and investing apps, and robo advisers.

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