Personal Finance
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We often talk with clients about how to “find” money through budgeting and expense tracking. What about the situation where you may have actually lost track of money that belongs to you? When a financial institution or other company is unable to contact the account holder...

Many investors are likely to face the question of how to invest a large lump sum amount at some point. Typical situations where people acquire large cash positions include an inheritance or gift, a year-end bonus, the sale of a business or property, retirement account...

On average, people are living about 30 years longer than they were a century ago. Someone turning 65 this year can expect to live, on average, another 20 years. With continued advances in medical science, life expediencies are likely to continue to expand, and it’s...