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Are You Missing Money?

Last Updated:  April 23, 2015

At the bottom is my original post from 4/24/12. Here’s a quick update with some pretty cool news:


Last week I had the biggest find of missing money ever!

A dear client of mine lost her husband nearly 7 years ago. After a string of bad luck with other so-called “financial advisors”, she hired us in January of this year.

She’d never heard of missing money. She had absolutely NO idea she was missing anything at all!

After doing a thorough search for her, WE FOUND $120,600 of hers from her deceased husbands annuity.

She had never collected on this annuity, and didn’t even know it existed! The annuity company had lost contact with her.

You should do a missing money search once a year!
How much money are you missing right now?


Not your typical missing money case

Granted this is a rare case. It took me 20 years in the business to find something of this magnitude!

Normally we find 6$ here from an overpayment of taxes. Maybe 74$ there from a trash bill that was overpaid. S

Suffice to say it all adds up, but nothing like this!


Here’s my original post from 2012:

I stumbled across this today when reading through a blog from another advisor I know. It’s a website for unclaimed property.

Interesting stuff! We also use this website for missing money a lot.


What is Unclaimed Property?

Unclaimed property (sometimes referred to as abandoned), refers to accounts in financial institutions and companies that have had no activity generated or contact with the owner for one year or a longer period. Common forms of unclaimed property include savings or checking accounts, stocks, uncashed dividends or payroll checks, refunds, traveler’s checks, trust distributions, unredeemed money orders or gift certificates (in some states), insurance payments or refunds and life insurance policies, annuities, certificates of deposit, customer overpayments, utility security deposits, mineral royalty payments, and contents of safe deposit boxes.

It’s usually money related to someone moving, or losing a relative who had shares of some stock somewhere and forgot about them. There are a lot of reasons money goes poof!

If you’re interested check it out! See if YOU’RE missing any money…

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