Financial Planning Blog & Articles

The articles and links to third-party websites contained on this page are provided solely as a convenience to you and should not be construed as an endorsement of the content nor are they intended as investment advice.  We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues


Find Lost Money

Find Lost MoneyProvided by ABCNews.com

There are billions of dollars in “lost” money all over the country. Is some of it yours?

We’ve been on a kick here at the office. We’ve found money for ourselves, family, friends and our clients.

If you live in Massachusetts you’ve surely seen the commercials for Find Mass Money. But have you looked to see if you have anything? We did – and were we ever surprised. If you’ve ever moved, left a job, switched banks, forgot about a rebate or had a relative pass away, there is chance you may have some lost money out there.

Every state and the US Government have a resource to find unclaimed money. Take a look. Maybe you’ll find money for a cup of coffee or perhaps a vacation!

Tips for Finding Unclaimed Money


Unmarried Millennials and Money

By Kristy Archuleta

Sometimes referred to as the “Me Me Me” generation, millennials have become the largest living population in the U.S. (U.S. Census Bureau). Millennials are known for having heavy financial burdens, being the most racially diverse generation — and delaying marriage (Drake, 2014). What do their different views on marriage than previous generations mean for millennial couples, especially when faced with these financial challenges? Are these couples less committed? Do they trust less?

Not necessarily.

Read more here.


Do you need a trust?

Provided by Fidelity.com

Why a trust may help you do much more than potentially reduce estate taxes.

Read more here.


Cost of Living Calculator: How Far Will My Salary Go In Another City?

Provided by CNN Money

 

Click here to access the Cost of Living Calculator.

 

 


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This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Registered representatives offer securities through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. Family Wealth Management and Mutual of Omaha Investor Services, Inc. are not affiliated.

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