Have you lost track of an investment? Here's help
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January 13, 2008

Have you lost track of an investment? Here's help

Have you got an old stock certificate and no idea whether it's worth anything? Wondering about that old bank statement or passbook that shows money you can't remember withdrawing? Can't find those savings bonds you thought you tucked in a drawer?

Today's column offers some advice for tracking down investments. Of course merely having posession of a security or bank book doesn't mean you're entitled to the money. You'll also have to prove that you own it or that you are the legitimate heir or representative of the estate.

Comments

If you have an old stock certificate, and you're not sure if the company still exists or what it's worth, there's a good article at Google Answers that shows how to check if a certificate has any value:

http://answers.google.com/answers/threadview?id=219637
Old Stock Certificates

Worth a look.

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About This Blog

St. Petersburg Times personal finance editor Helen Huntley writes about money topics and answers questions about financial planning, investments and personal income taxes.

Helen has been following the Lou Pearlman/Trans Continental investment scam since December 2006. Read more about it in this special report and on this blog.

Looking for help with your income taxes? Check out this special report

E-mail questions to Helen Huntley:
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