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Scammers and Identity Thieves

A Summer is often a time for vacations and relaxed schedules, longer days with family barbecues and carefree gatherings. It can also be a time when we let down our guard and are not as vigilant with overseeing our credit card statements or bank account balances. ...

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Scammers and Identity Thieves

Scammers and Identity Thieves

A Summer is often a time for vacations and relaxed schedules, longer days with family barbecues and carefree gatherings. It can also be a time when we let down our guard and are not as vigilant with overseeing our credit card statements or bank account balances. ...

Stop Singing the Tax Time Blues

Stop Singing the Tax Time Blues

We are coming to the end of that time of year when you have exhausted yourself preparing to send information to your tax preparer. Tax time doesn’t have to be a downer although can be a stressful and overwhelming period for many individuals. With numerous documents to...

Why to Review Beneficiaries Annually to Secure Your Wishes

Why to Review Beneficiaries Annually to Secure Your Wishes

Reviewing your list of beneficiaries annually is wise. Relationships, circumstances, or benefits can change, and sometimes, so do your recipients. There are everyday life events such as births, deaths, or marriages. The most compelling reason for an annual beneficiary review is to ensure your accounts distribute as you wish.

Right Now is a Good Time to Review Your Fiduciary Designations

Right Now is a Good Time to Review Your Fiduciary Designations

An up-to-date estate plan is a huge gift for your family and friends. It can avoid sending your family into court when they are already struggling to deal with your illness or death. Don’t let a judge decide who makes your health care decisions or who manages your estate.

How to Protect Yourself from Scammers Using Fintech

How to Protect Yourself from Scammers Using Fintech

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 tools.

Why are Some of Us More Vulnerable to Financial Fraud?

Why are Some of Us More Vulnerable to Financial Fraud?

Fraud can happen to anyone. Age, income, education, and level of financial literacy do not matter. While no one demographic characteristic makes one person more susceptible to fraud than another, some people are more likely to be victimized.

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