Thing One You Could Have Money Out There Somewhere Most people assume that if someone owes them money, they'll eventually receive a phone call, letter, or email. Unfortunately, that's not always the case. Every year, billions of dollars in unclaimed property are transferred to state governments because businesses, banks, insurance companies, and other organizations lose contact with the rightful owners. What many people don't realize is that this money can come from a

Thing One Why the Roth Makes More Sense Than Ever We get the question from time to time about whether a Traditional IRA or a Roth IRA is better. And over the years, we’ve tried to explain that the real question isn’t which account is “better.” The real question is: how do you structure your retirement assets to pay the lowest possible tax rate across your lifetime — and potentially your kids’ lifetime too? That’s an entirely different conversation. Most people approac

Thing One A Binder To Keep Your Loved Ones Out Of A Bind If you died tomorrow, would your spouse, partner, or family know where your bank accounts are? How to access your crypto? Where your important documents are stored? Who your financial advisor or lawyer is? Putting your loved ones in a position where they can’t answer those questions easily creates massive stress and confusion at the worst possible time. The solution is simpler than you think. Create a “When I Di