Financial scams and fraud are more prevalent than ever and fraud can happen to anyone. While technology has brought some of this on, it also provides new methods to protect yourself, loved ones, or clients from scammers. Let’s look at an assortment of popular fintech...
Scamming people out of their money is now a multi-billion-dollar industry. In 2021 the Federal Trade Commission received 2.8 million reports of fraud from consumers who collectively lost more than $5.8 billion. The money lost is an increase of more than 70 percent...
There is no magical one-size-fits-all solution to developing and living on a budget designed to meet your goals. While there are many tools to help, the one common requirement is a commitment not to overspend. With a little planning and deliberate decision-making, you...
In a world of few truisms, there is one that’s very consistent: the steady path to building wealth requires that you start saving from a young age. Developing financial literacy early fosters good financial habits around saving, spending, and other aspects of personal...
Money. It’s a topic that is often difficult to discuss because we tend not to want to talk about our income and expenses with people. Of course, children are people too, but this is not an area where you want to open the household books to them right away. With the...
It’s tax time and we all know how daunting it is to put together the package of documents for your accountant or other tax preparer. The document that seems to scare us the most is the tax organizer, the document your accountant sends you to help you collect your tax...
