‘I told him that wouldn’t fly’: My 90-year-old mother’s adviser changed the beneficiaries on her accounts. What is going on?

‘I told him that wouldn’t fly’: My 90-year-old mother’s adviser changed the beneficiaries on her accounts. What is going on?

MarketWatch July 31, 2025
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“He said, ‘I’m just trying to help.’”

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Published on July 31, 2025

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