The notion that there could be hundreds to thousands of dollars in unclaimed money seems rather thrilling. And you could be one of the lucky winners. Over the last few years, there has been a rise in the amount of unclaimed money. So much so, that in 2016, nearly $750 million was just sitting there, […]
I read a lot. I much prefer non-fiction over fiction though the other day, the (very) fictitious article entitled, “Whole Life Insurance vs. 529 College Savings Plans…Who Wins?”, got my interest as no other piece of fiction that I can recall. The author’s position (which I deduced from the title alone), is that whole life […]
No, this is not about purchasing life insurance or finding the best policy. We leave that to the insurance experts. This article is a simple reminder to keep your policy information with the rest of your estate planning documents. The reason: You want your personal representative or your trustee to know about your policies after […]