A recent study found that the problem of “forgotten 401(k)” and pension accounts is widespread, and amounts to approximately 24 million accounts containing $1.35 trillion in assets. The issue is so big that Congress is considering creating a national online “lost-and-found” database to help people track down their accounts as part of a larger bill …
The end of the year can help remind us of last-minute things we need to address as well as the goals we want to pursue and get serious about. To that end, here are some aspects of your financial life to contemplate as this year leads into 2022. Your investments. Set up a meeting to …
Securities and Advisory Services offered through Centaurus Financial, Inc., a registered broker/dealer and a member FINRA and SIPC. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in Utah, Colorado and Arizona.
SDP Personalized Planning and Centaurus Financial, Inc. are not licensed to provide tax advice. Any advice given should not be considered as tax advice, and clients should consult with a professional tax advisor before making any decisions that could impact their finances.
