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.
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 systems.
PROPERLY DESTROY UNWANTED DATA
Shred unwanted documents and thoroughly wipe devices before discarding them.
ENCRYPT SENSITIVE FILES
Use encryption when sharing or storing confidential data.
LOCK UP WHEN YOU LEAVE
Secure sensitive files and lock computer screens when you walk away.
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.
