Resources and Insights

Are you leaving money on the table? With rising costs, every dollar counts—and U.S. residents may have unclaimed funds waiting for them. As we head into the holiday season, it’...

As the curtains draw on another tax season, a palpable surge in refunds has brought a wave of relief and optimism to many households across the United States. Recent data illuminates a noteworthy uptick in the number o...

A new bill aimed at quickly returning unclaimed funds to New Yorkers is awaiting Governor Hochul’s approval. Sponsored by Comptroller Thomas P. DiNapoli, the bill would allow his...

When a loved one dies, their estate is supposed to go through a legal process known as probate.  This transfers ownership of assets to the deceased's beneficiaries. Sometimes, things do...

In an age of job hopping and relocation, it's easy to lose track of retirement accounts from past employers. But that money is still yours - you just have to find it. The good news is there are ma...

In Sacramento, a call is being made to individuals who may have unclaimed money in the form of uncashed checks from the Sacramento Municipal Utility District (SMUD). These checks, dating back to September 30, 2020, or earl...

You might leave behind an old 401(k) account when you change jobs or retire. While it’s easy to forget about these retirement savings, managing them wisely can significantly impact your f...

New Yorkers have an exciting opportunity to recover unclaimed funds more quickly, thanks to recent legislation signed by State Comptroller Thomas DiNapoli. With over $19 billion in unclaimed funds h...

If you’re a senior, a person with a disability, or a renter on a limited income in Pennsylvania, there’s a valuable benefit you may be overlooking—the state&rsqu...