It has been suggested by Jamie Lee and Rosss professional investment counselor to perform a financial checkup
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It has been suggested by Jamie Lee and Ross’s professional investment counselor to perform a financial checkup as the first step in investing in mutual funds, even though they are investing $50,000 that was inherited from Ross’s late uncle’s estate. Is it a good time to invest the inheritance, or should Jamie Lee and Ross perform their financial checkup to make sure their budget is balanced?
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