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Unclaimed Property Reaches a Record $58 billion – How to Know If You or Your ...
Do you or members of your family have unclaimed property that is sitting in the hands of the state? With statistics from the National Association of Unclaimed Property Administrators estimating ... -
Helping Beneficiaries to Avoid Mistakes with an Inheritance
Dealing with the loss of a loved one is never easy. In addition to the emotional challenges of loss, many people are thrust into dealing with financial complexities. This can ... -
Money Moves to Make After Tying the Knot
While marriage can be an exciting time, the realities of integrating the financial goals of two different people can be challenging. Too often, couples find out later that financial incompatibilities ... -
Preparing Your Finances for a New Child
Welcoming a new child to your family is an exciting and joyous event. After deciding on nursery colors, newborn clothes and a crib, it is time to give some serious ... -
Retirement Strategies to Address Higher Costs of Living
Retiring in a state with a higher cost of living isn’t easy. Elevated income tax and property rates, higher costs of living and excessive estate and inheritance tax rates are ... -
Financial Planning Considerations After the Loss of a Spouse
Mourning the loss of a spouse can be one of the most difficult things for a person to experience. In fact, Psychologists Holmes & Rahe developed a scale to assess ... -
Important Strategies to Help Simplify Your Estate Planning
The loss of a loved one can be one of the most emotionally challenging things for anyone to face. Unfortunately, before many people have a chance to mourn this loss, ... -
10 Money Habits To Integrate in Your Life
Developing good habits and discipline is important when pursuing any goals, especially when it comes to those that impact your financial life. In addition to benefiting your financial bottom-line, ... -
ABLE accounts – A Tax Advantaged Tool For Special Needs Planning
Each year, millions of Americans with disabilities and their families rely on public benefits to help provide for income, health care, food and housing assistance. Since eligibility for assistance through ... -
How to Assist Aging Parents With Their Finances
Next to politics, money is often the last topic that people want to discuss openly – especially when you are speaking to family. The sensitivity of this topic is often ...
