Unclaimed Money & 401k Reviews
August 1, 2012
Dear Friends and Family,
Did you know there’s over $40 billion in unclaimed property in the U.S.? You can search by visiting www.missingmoney.com. We encourage clients to check annually.
Also, summer is a great time to review retirement savings:
- Review your 401(k) allocation.
- Consider contributing more, especially if nearing retirement.
- Check that your beneficiaries are up to date.
We’re happy to schedule a mid-year check-in if you’d like to walk through your plan together.
Sincerely,
Katz Family Financial