Resources and Insights

California lawmakers are considering a bill that could change how quickly the state takes custody of inactive stocks, mutual funds and other securities. The proposal, Assembly Bill 1447, does not create a ne...

Californians could be sitting on cash they don't know about.  The California State Controller's Office is sending letters to approximately 130,000 people who may be owed mone...

A surprising amount of retirement savings is sitting unclaimed. Estimates from industry research show that about 31.9 million forgotten 401(k) accounts hold roughly $2.1 trillion. These...

With prices rising and jobs under pressure, every dollar counts,  and many Floridians may be sitting on money they didn’t know they had. The Florida Division of Unclaimed Property says 1 in 5 residents h...

If you have changed jobs in the past, and like most Americans, you probably have, you might have left more behind than just your desk and company email. Many workers leave money sitting in old 401(k) accounts wit...

Unclaimed money might not be the first thing on your mind, but it recently became a game-changer for Dale Borough. In a win for local governance and fiscal responsibility, the Pennsylvania Treasury Department r...

Retirement savings are a cornerstone of financial security, yet millions of Americans are unknowingly leaving money behind. Read: The State By State Guide to Unclaimed Assets A staggerin...

Did you know that Virginia has millions of dollars in unclaimed property just sitting there, waiting to be claimed? In fact, the state collected a massive amount in 2024 alone, thanks in part to higher ...

Did you know that over $800,000 in unclaimed money is waiting for San Diego County taxpayers? These funds are owed to individuals who may not even know their entitlement. If you liv...