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Personal Investments • SIPC vs Risk of Consolidating

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We have several different financial accounts between me and spouse. We are early 50s. As we get older, I thought it would be a good idea to consolidate to make it easier for our kid (and us) to manage. Do you feel nervous about keeping a lot of money in say Fidelity or keep no more than a certain amount per account. Accounts like Fidelity, Alight, Schwab, Interactive Brokers etc.

Statistics: Posted by Panacea1 — Wed Aug 07, 2024 9:55 pm — Replies 0 — Views 170



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