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Someone Needs to Know Where Your Money Is

November 21, 2021

From the Kiplinger website

A few weeks ago, I received a call at 8:30 a.m. from a stressed-out woman in Florida. Her brother, a retired Delta Air Lines pilot, was in a coma. Bills needed to be paid, but no one in the family, including his wife, had any information about his savings, investments, debt or other finances.

She believed he has approximately $800,000 in investments. All he ever told them was that “he put his money with an adviser who specializes in working with Delta pilots.” After calling several financial advisers, they had yet to find any money.

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