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Money Makeover

Making a case against putting the portfolio first

Ephraim and Shirley Gitelman, at their Needham home, thought financial planning for their future would be a straightforward task. At right is their granddaughter, Isabel Anderson. Ephraim and Shirley Gitelman, at their Needham home, thought financial planning for their future would be a straightforward task. At right is their granddaughter, Isabel Anderson. (Yoon S. Byun/Globe Staff)
By Lynn Asinof
Globe Correspondent / August 8, 2010

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Sometimes a question about money isn’t just about money. Consider Ephraim Gitelman, who applied for a Boston Globe Money Makeover with a seemingly straightforward problem. He wanted to put the cash in his portfolio to work so he could get a better return on his investments. (Full article: 843 words)

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