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Unclaimed Property Reaches $70 Billion – How to Know If You or Your Family Are ...
Do you or your family members have unclaimed property sitting in the hands of the state? With statistics from the National Association of Unclaimed Property Administrators estimating that nearly $70 ... -
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 ... -
IRS and Better Business Bureau Warn of More Sophisticated Tax Scammers This Tax Season
The Internal Revenue Service and the Better Business Bureau continue sounding the alarm on the importance of avoiding the myriad of tax scams and schemes this season. This has become ... -
9 Of the Biggest Financial Mistakes to Avoid
Americans continue to worry about their finances. An increasingly complex financial world coupled with a decrease in financial literacy has caused many people to feel less confident about their financial future. ... -
With Interest Rates on the Rise, Should You Purchase or Lease Your Next Vehicle?
Auto buyers often have preconceived notions about whether it is better to lease or buy a vehicle. While there has never been more information readily available for consumers ... -
How to Help Aging Parents with Financial Management
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 ... -
Smart Money Moves for 2023
2022 has been a financially challenging year for many Americans. From peaking inflation and the challenges of higher living expenses to increasing interest rates and elevated levels of market volatility, ... -
Key Personal Finance Statistics You Should Know (But Probably Don’t)
Do you know your numbers? When it comes to finances, people often spend more time researching what they will purchase with their money than they do gaining financial clarity and ... -
Mega Millions Jackpot Highlights the Importance of Managing Sudden Wealth Events
The giant Mega Millions lottery jackpot of $1.34 billion dollars was recently won in Illinois. Rather than receiving annual payments over 30 years, the winner can choose an up-front lump ... -
Address Economic Uncertainty with Defensive Financial Planning
As the impacts of inflation continue to ripple across the economy, more and more financial analysts are increasing the odds of a recession. With some of the classic signs of ...
