Three Financial Issues to Watch Under the New Administration

On January 20, 2017, Donald J. Trump will be sworn in as the 45th president of the United States. Between now and then, attention should largely focus on efforts to facilitate an orderly transfer of power, but there will be no shortage of conjecture over what may happen after the inauguration. While changes are likely, … Read More


Consider Munis for Tax-Free Income

The city of Detroit’s 2013 bankruptcy and the continuing debt crisis in Puerto Rico have cast municipal bonds in a negative light for some investors. In general, however, “munis” are considered to be a relatively safe investment and more stable than corporate bonds. A 2015 study found that only 0.14% of municipal bonds default within … Read More


Finding Lost Money

The idea of finding buried treasure or receiving an inheritance from a long-lost relative is a staple of fantasies and adventure stories. Though finding treasure is unlikely, discovering “lost” money or other assets from a relative, a business, or a government agency may not be a fantasy after all. The Unclaimed Property Professionals Organization estimates … Read More


Why You Need a Will, Even If You’re Not a Prince

The unexpected death of famed musician Prince in April 2016 put the importance of a will in the national spotlight. Prince, who apparently died intestate, without a legal will, left an estate worth an estimated $150 million – $300 million. The disposition of those assets will now be up to the state of Minnesota and … Read More


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