Posts by admin

If you’ve accidentally deleted or misplaced a financial document, you already understand the importance of backing up your important files. However, saving your financial documents to an external hard drive is only part of the battle. To truly safeguard your documents, try to keep them saved in at least three places. This could include your…

Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember? With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most organized professional may be surprised to learn of their unclaimed “found” money.1  What are “Forgotten” Retirement Accounts?…