I’m 68. Should I spend half my 401(k) to buy a home with a mortgage?

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The move builds on the initial partnership the companies announced in June 2025, which saw Siebert begin integrating FusionIQ’s technology into its digital offerings, including hybrid advice, self-directed investing and multi-custodian investment workflows. Combining regulated infrastructure with fintech capabilities The deal pairs Siebert’s regulated broker-dealer and advisory infrastructure  (including its institutional distribution network, digital asset…

Vanguard became an investor in Altruist in 2020. Credit: Samuel Boivin/ Shutterstock.com. Vanguard has reached a deal to acquire Altruist, a wealth technology and custody business focused on financial advisers.  The companies did not reveal the financial terms of the deal.  Access deeper industry intelligence Experience unmatched clarity with a single platform that combines unique…

While Social Security is generally associated with retirement or disability, it isn’t solely for older adults; it also applies to children. Social Security children’s benefits are meant to provide financial support to children whose parents are retired, disabled, or deceased. As of July, there were 731,000 children receiving children of retired workers benefits, 894,000 receiving…

Know-your-customer (KYC) checks are expensive partly because a bank isn’t simply verifying an identity. Compliance teams have to collect information from documents, reconcile it across systems, investigate potential risk factors and build an auditable record explaining how they reached a decision. Incore Bank, a Swiss B2B transaction bank, is testing how much of that work…