When someone close to us passes away, it starts an avalanche of decisions and tasks that need our attention. A lot of these decisions need to occur right away, at a time when every choice…
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Missing Money: Tips for Getting Back Money You Didn’t Know You Had
Every state has laws on handling unclaimed property. They are designed to answer the question of what to do when a business or organization is holding property for someone else (i.e., a consumer, a creditor,…
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Thoughts on Gifting—Leaning In to Our Inclinations Toward Generosity
Generally, when a person decides to give to others, the motivation is rooted in altruism. Someone might have a personal connection to a cause or charity, so they want to make a donation. Someone might…
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Traditional or Roth IRA: Tax Deduction Now or Tax-Free Income Later?
Making the decision to save for retirement should be simple: If you save part of your income now and live on less than you make, someday you will be able to retire and hopefully maintain…
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