805-644-1224

Richard S. Jeffery, CFP®

Financial Network Investment Management Solutions

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

 

Related Content

Early Lessons for Raising Financially Confident Kids

Early Lessons for Raising Financially Confident Kids

Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.