Unclaimed Property • Past Issues of the MAP • AIRE Technology Updates
Monthly AIRE Perspectives – December 2022
Dear Friends and Valued Clients,
Please see below for The MAP – Monthly AIRE Perspectives for this month.
This Takes Just 2 Minutes and Could Be Worth Thousands of Dollars: Unclaimed Property
This is a worthwhile search you should run every year, and it only takes a couple of minutes. Every state has a database of unclaimed property. You can go to your state’s database, enter your name, and generally have a more than 50% chance that you will find property of yours that has not been claimed. Most of the time, these are old refunds or credits from prior accounts, such as cell phone accounts. Other times, however, it could be something more substantial. We did a spot check for just two clients earlier today and found thousands of dollars in assets for them (we will be in touch on this!) So please take a moment to run a search of your name in your state’s database and see if you can claim some long-forgotten funds that belong to you!
You can click here for California’s Unclaimed Property site. For other states please do a Google search and type in “<Your state> Unclaimed Property” to find your unclaimed property site. This is free money that is already yours, so please make sure to take a moment to capture it!
Read Past Issues of The MAP!
You can catch every issue of The MAP since the start of this publication in April 2021 by going to our website at www.aireadvisors.com, clicking on “Insights” then on “Perspectives”, or by clicking here to go directly to the page. Our past issues provide lots of educational content, plus commentary and reminders of investing best practices at various times in the markets. Yes, we are confident enough in the timelessness of our process and advice that we leave all of our commentary from the past on our website for the public to review! You may find it worthwhile to review some of our past commentary.
Updates: AIRE Advisors Technology
Please make sure to take advantage of the numerous forms of technology we have made available for your convenience. Our technology allows you to view your accounts on Fidelity, view performance and allocation reports, send us secure messages or attachments, view your financial plan, enter outside accounts for inclusion in your financial plan, and much more. From the Client Login tab on the far right of our website (click here), you can access all of the following:
There is a link that will direct you to fidelity.com, where you will be able to view your Fidelity accounts directly.
You can also access a link to our AIRE Secure Message Center, which allows you to send us documents directly and securely. You simply use your own email address and create a password you will be able to use in the future to send us any messages or documents securely.
Finally, there is a third link to your AIRE Advisors Client Portal. Here, you will be able to access more comprehensive quarterly statements, which include your asset allocation, performance numbers and more. You will also be able to access the latest copy of your financial plan and enter outside accounts for automatic updates and inclusion in your financial plans. For both of these items, first log into your AIRE Advisors Client Portal, then follow these instructions:
To access the latest copy of your financial plan, on the left side of the screen, click on the bottom icon, which looks like a folder and is titled “Document Vault.” You will be able to click on your financial plan on the new page.
To enter outside accounts (other bank accounts, brokerage accounts and more) from the AIRE Advisors Client Portal, on the left side of the screen, click on three triangles in the middle (“Financial Planning.”) On the upper right hand side of the new page, click on “Access Plan Details.” Finally, on the upper left of the new page, click on “FastLink.” This will take you to a screen that will allow you to enter outside accounts, so that these assets automatically update to future financial plans.
If you have not yet logged into the AIRE Advisors Client Portal, please call us directly and we will get you logged on very quickly and easily.
Please also download the AIRE Advisors mobile app from the Apple or Google app stores. Our app allows you access to the AIRE Advisors Client Portal mentioned above!
We wish you and your families a happy holiday season and a very Happy New Year. Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month.
The commentary and opinions expressed in our articles on this page reflects the personal opinions, viewpoints and analyses of the AIRE Advisors, LLC employees writing the article. The articles on our website should not be regarded as a description of advisory services provided by our firm or performance returns of any AIRE Advisors, LLC’s clients. Any past performance discussed in these articles is no guarantee of future results. The views reflected in the articles are general in nature and made to provide education about the financial industry. These views and opinions are subject to change without notice. Any mention of a particular security, sector, and related performance data is not a recommendation to buy or sell that security or in that sector. Our firm manages client accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the articles. To determine what kind of investments may be appropriate for you, please consult your financial advisor prior to investing. Also, please note that all investing involves risk and the possible loss of principal capital.
In addition, AIRE Advisors, LLC may provide links hyperlinks for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Our firm is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.