How I 'Found' $300,000 for an Elderly Relative

Hours of sorting through documents and tracking down accounts led to an unexpected discovery. If you have elderly relatives, you should consider doing the same thing I did.

Detail of a one hundred dollar bill through a magnifying glass.
(Image credit: Marat Sirotyukov)

On my family’s annual pilgrimage to the Northeast in late June, I took two days to help a 94-year-old relative get her financial house in order. I didn’t find any money buried under a mattress, but I did find some hidden in places most people don’t look – but they probably should.

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Lisa Brown, CFP®, CIMA®
Partner and Wealth Advisor, CI Brightworth

Lisa Brown, CFP®, CIMA®, is author of "Girl Talk, Money Talk, The Smart Girl's Guide to Money After College” and “Girl Talk, Money Talk II,  Financially Fit and Fabulous in Your 40s and 50s". She is the Practice Area Leader for corporate professionals and executives at wealth management firm CI Brightworth in Atlanta. Advising busy corporate executives on their finances for nearly 20 years has been her passion inside the office. Outside the office she's an avid runner, cyclist and supporter of charitable causes focused on homeless children and their families.