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Browsing Tag

financial adviser

4 posts
PPersonal finance
I’m a 63 year old widow with $1.1 million in my 401k and I just retired – should I consider a reverse mortgage?
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I’m a 63 year old widow with $1.1 million in my 401k and I just retired – should I consider a reverse mortgage?

  • December 8, 2025
Casper1774Studio / Getty Images The retiree holds $1.1M in a 401k and is evaluating reverse mortgage options. Verizon…
PPersonal finance
Fidelity’s new policy leaves some 401(k) customers locked out of accounts
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Fidelity’s new policy leaves some 401(k) customers locked out of accounts

  • November 8, 2025
PHOENIX (AZFamily) — Some Fidelity customers say they’ve been locked out of their 401(k) retirement accounts after the…
PPersonal finance
Smart Financial Moves To Make In Your 50s​
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Smart Financial Moves To Make In Your 50s​

  • September 25, 2025
“For some people, that could be a saving grace,” Shafransky says.  To qualify for an HSA in 2025,…
GGenetics
genetic testing
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Legislation creates exception on life insurer genetic testing

  • September 24, 2025
Home > Life Insurance > Legislation creates exception on life insurer genetic testing The Australian Securities and Investments…
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