I’m 62, single and have been retired for 6 years in California. I’m invested in CDs and live off rental income. Now I’m coming into some money
Update: 2025-10-31
Description
A 62-year-old retiree from Palo Alto, who inherited a large sum and owns a rental property, seeks advice on managing her finances. Experts advise her to consider hiring a financial adviser to navigate complex tax rules, manage risks, and diversify investments. She should look for a fiduciary adviser with a clear fee structure and a good communicator.
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