Saving for retirement should be a straightforward concept: by setting aside a portion of your income now and living within your means, you pave the way for a comfortable retirement using your accumulated savings. While…
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Inherited assets? How to claim retirement accounts, plan for taxes, and manage Required Minimum Distributions
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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