Avoiding Tax-Related Identity Theft
If you’re not thinking about your taxes yet, you should be—identity thieves certainly are. During tax season, there’s a significant increase in the sharing of sensitive information, both online and via postal mail. Not surprisingly, it’s also when many crooks and...
Emergency Funds: Preparing for the Unexpected
You’ve probably heard how important it is to establish and maintain an emergency fund. Unfortunately, most people don’t fully realize this until a money emergency is upon them. Are you financially prepared for a leaky roof? How about a broken-down car? If you lost...
A Safety Reminder: Protecting Yourself from Data Security Breaches
One of the biggest themes of the past year has been the scary truth that our personal information may not be as secure as we think it is. Yet, even as headline after headline announces the latest data breach, many consumers are not proactive about protecting their...
Buyer Beware: Tips for Safe Online Shopping
Are you one of the millions of consumers who hunt for deals and unique items on sites like eBay and Craigslist? While cyber shopping can be a convenient way to find bargains on both new and used items, it’s important to protect your identity and financial...Protecting Your Elderly Family Members from Scams
As the number of aging Americans continues to grow, more and more scams are targeting people 60 and older, who are often perceived as more trusting and polite. What kinds of scams are out there? One of the most common frauds is known as the “grandparent...Ready to Get Acquainted?
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.
