‘My Husband Did Everything Before He Died.’ I’m 64 With a $4M Home, $3M in Cisco Stock and $400K in Cash, but I Don’t Feel OK Handling My Finances. Where Do I Even Start?

A 64-year-old widow with multiple investments, real estate, and retirement accounts wants guidance on managing her finances. For holistic financial advice, CFP Board’s website allows users to search for advisors by specialty.

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