Crossword puzzle clue "good name for a financial planner"

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Answer
Clue
Relevancy
ira
Clue
Good name for a financial planner
Apt name for a financial planner?
Financial planner's suggestion, often: Abbr.
Financial planner's suggestion, in brief
Financial planner's recommendation
iras
Clue
Financial planner's suggestions
portfolio
Clue
Financial planner's concern
Definition
a case or pair of boards for holding loose papers
save
Clue
Financial planner's advice

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