Beware of Scammers seeking client information

Beware of Scammers seeking client information

Julianne Miller of Life Money Management reported a call seeking client information. The caller claimed to be from Adult protective services in San Mateo County and wanted to verify client income information. “I asked questions and he gave a client name which was...
AADMM Background Checks:  Why and How

AADMM Background Checks: Why and How

Former President George H. W. Bush famously once said, “I do not like broccoli. And I haven’t liked it since I was a little kid and my mother made me eat it. And I’m President of the United States and I’m not going to eat any more broccoli!”.  As adults, we can choose...