Unclaimed Property Search
Here's 3 article links I have found helpful in my reading this week, with a summary:
1. Unclaimed Property Search
Most of us are unaware there is a national database — free resource — to search for and claim forgotten money that may be due you from official government agencies.
2. The Process of Planning
Carl Richards, a mentor of mine, shares a youtube video about the process of planning. I share his philosophy of simplifying finances by realizing things change, but we can still put “best guesses” on paper for our future endeavors. Then, course-correct as we go.
3. Four Dimensions of Faith and Investing
Earn. Give. Invest. Spend. It sounds simple, but sometimes its hard to picture how it all fits together.
I hope you've found these useful.
Eric Maldonado, CFP®, MBA, CKA®
Owner, Aquila Wealth Advisors
P.s. You're welcome to pass along to someone whom you think might fund useful.