TSA PreCheck Scams
TSA PreCheck Scams TSA PreCheck is garnering a lot of interest, from both travelers and scammers alike. In addition to pocketing your renewal/application fee, these scammers take your personal information to sell on the dark web or create false identities that can be used illegally. TSA PreCheck scam emails are quite sophisticated, lacking many […]
Data Privacy Tips
Data Privacy governs how data is collected, shared and used. When private data gets in the wrong hands, bad things can happen. Whether you are in the office or working from home, here are a few tips on how to keep your data private: VARY YOUR PASSWORDS Use unique, complex passwords on different sites and […]
Post Covid-19 Scams
Beware of Post Covid-19 Scams. Using bogus surveys or social media posts, criminals are crafting scams to target a new audience as more COVID-19 vaccines are being administered. Be suspicious of any post-vaccine evaluations/surveys you receive and do not post a picture of your vaccine card on social media. There may be legitimate surveys and […]
The Importance of Password Security
Weak passwords can compromise the best security tools and controls. With a never-ending list of applications and services that users and consumers access, people may have dozens of passwords to maintain at any given time. Often, the temptation to use familiar terms such as pet names, favorite teams or the names of children or friends […]
Be Aware of Tax-Related Scams
Protect yourself from these tax-related scams. Tax-related scams have become increasingly common, and they happen year-round. Fraudsters will contact you pretending to be from the Internal Revenue Service (IRS), a tax accounting service, or another tax-related agency. You could receive fake emails, phone calls, letters, or other communications. Be on high alert for phishing emails. […]
What is the SECURE Act?
The recently implemented SECURE Act can be confusing to understand. With my free eBook and customized advisory services, I can help you navigate how the SECURE Act may impact your financial strategy moving forward. Curious about what it means for you? Download the eBook for an overview of the SECURE Act. We’re here to help. […]
59½: Why is this age so important?
As you approach retirement it’s important to explore your options, health-care concerns, and get the best advice to successfully transition into those golden years. Learn how to prepare for retirement and navigate your Social Security benefits. We’re here to help. Download your free eBook to learn more
Estate Strategies: Critical Elements of an Estate Plan
With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. Learn the critical details to address when creating your own estate strategies. We’re here to help. Download your free ebook to learn more
Retirement Compatibility
Preparation for retirement is extremely important, and it extends well beyond finances. In addition to knowing how you’re going to fund it, you also need to know what your time will look like when you say you’re done with being a wage earner. With this new lifestyle, you not only need to determine how to […]
What Is A Fiduciary?
What is a fiduciary? When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they […]
