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What To Do When A Loved One Dies: Financial Questions Answered

Clever Girl Finance

Rules about funeral costs Luckily, the Federal Trade Commission requires funeral homes, directors, and other industry members to follow strict pricing transparency rules. You’ll need a death certificate for most of these tasks, so starting there is a good idea. Most experts recommend getting 10 to 20 copies of the death certificate.

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7 Steps To Declutter Paperwork Including Financial Documents

Clever Girl Finance

Shred Anything with sensitive personal information, like your name, address, social security number, or account numbers, goes into the shred pile. Note: This is an affiliate link, which means if you buy from it, we may earn a small commission which helps us grow! Also having an at-home safe is a good idea.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine.

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Transcript: Jonathan Miller

The Big Picture

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. Everybody knew the number but the appraiser. Listen, it’s always a good time to generate a commission if you’re a commission real estate agent. RITHOLTZ: It was great.

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