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Dec 10, 2021

Believe it or not we’re already in the fourth quarter of the year!  And Morningstar’s Christine Benz says that means it’s time to take stock of your investments…what are some other things we might want to look at as we approach the end of another year? Do you have any retirement accounts that you’re not aware of?  Don’t laugh, there’s a lot of them out there.  CNBC says that’s why there’s legislation pending in Congress that would create an online “lost and found” database for 401(k) and pension plans.  Is it a good idea for the government to get involved in this? Hear how Steve helps clients track down any plans they’ve lost track of or didn’t even know existed!