July 28, 2016
Where to find missing money.
Whatever happened to your old savings account? Or that rental security deposit? Your state may be holding the funds for you. State laws generally require businesses and financial institutions to turn over cash and property to the state after there has been no activity on the account or contact with the owner for a number of years. You can search for property you lost, forgot, or never knew about at MissingMoney.com, a website that searches the unclaimed property records of many states and provides links to those states that are not represented in its database.
How to redeem a lost savings bond.
If you have lost track of a matured savings bond, the U.S. Department of Treasury has a search feature at www.TreasuryHunt.gov that can help.
Where to find a missing tax refund.
The IRS is holding millions of dollars of undelivered refund checks. If you did not receive a refund you were due, you can check on its status and update your address if necessary by visiting the IRS website, www.IRS.gov, and clicking on “Get Your Refund Status”.
These days, we seem to have endless articles on IT security while traveling, but far fewer on physical safety. Because summer can be big travel months for many businesses, we put together the following list of tips to help keep you safe while away from home.
As your trusted advisor, we are always looking for ways to improve your financial health—and that doesn’t stop at business activity. We also want to support you with tips to help you save money in your personal life as well.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!