We are super happy to report we have just scratched the surface of our summer Lost Money Project, initially announce here – and we have Great News.
Found Money Summer Project Update
We are embarking on finding possible lost funds – with a lot of successes already logged.
We have retained a service that scrolls all 50 states for government owned lost money.
With the totals quickly racking up, already nearing $5k we are spurred further by the initial success. NICE!!!
With relatives (deceased or long lost) being a big source of findings – if you have one, be sure to forward a proper name to us – email firstname.lastname@example.org
Currently we are cruising lightly alphabetically through clients and then will go through known relatives.
While only nearing the end of B’s – we look forward to updating you soon!
Have a Great “Found Money” Day!
John A. Kvale CFA, CFP