Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Charitable donations are good for the recipient, and increasingly, research shows that they are good for the giver, too.
When’s the last time you reviewed your will? Do you remember your attorney discussing a concept known as the unified credit?