Having some time set aside on a regular basis takes the pressure off touchy financial topics since you can always revisit them the next week.

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Set time aside for some rejuvenating sleep.

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"When the economy is doing well, we tell people it's time to set aside some money for something they may not have thought about, " explains William Rowe, a polished former funeral home owner who joined Stewart in 1987 and is now chief operating officer.

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For some, tax time can offer an opportunity to set some money aside for goals or a rainy day.

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