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.
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. Scammers are attempting to steal information such as tax IDs, account information, passwords, and other valuable data. Be immediately suspicious of any unsolicited communication (email, text message, letter, or call) that asks you for your Social Security number, login credentials, or other personal information.
The IRS will never initiate contact with you via email, text messages, or social media with a request for personal or financial data. Be extremely careful with any unsolicited email that claims to be from the IRS.
Do not reply! Do not click on any links or download any attachments. Forward any IRS-related emails to phishing@irs.gov.
Do not click on any links, download any files, or submit any information. Send the URL to phishing@irs.gov
The IRS highlights examples of email scams and bogus websites. Find the information online at www.irs.gov/uac/Report-Phishing and https://www.irs.gov/newsroom/tax-scams-consumeralerts.
Contact the IRS yourself to confirm any requests made via phone or letter, particularly those that are threatening or demand immediate payment. Visit www.irs.gov/uac/Report-Phishing for phone numbers and other tips.
Yes! Report suspicious emails to IT. The IT team can help you determine if a message is legitimate. In addition to confirming requests for your personal data, you should verify any email that asked you to provide copies of W2 forms or your coworkers’ tax-related information.
Discover how working with a financial planner can make a big difference in your investing journey. Learn about investing through our beginner's guide to top investment blogs.
For many, investing seems like a daunting venture. Navigating through the intricacies of the financial world can be overwhelming, especially when you're just starting out. But beyond the stock market fluctuations and intricate charts, it's essential to grasp your financial aspirations.
Warren Buffett wisely said, “Don't save what is left after spending, but spend what is left after saving.” This highlights the importance of financial planning and goal setting when it comes to investing.
As emphasized by Jeff Motske, CFP® at Trilogy Financial Services, understanding your financial “why” is just as pivotal. Are you eyeing retirement? Or maybe that dream home or a new startup? These goals should shape your long term investment journey.
To help beginners transition into the investment realm, here's a two-fold strategy:
Engaging with a financial planner or advisor is akin to having a personalized coach for your financial journey. Just as you wouldn't start an intense workout regimen without gauging your physical limits, investing without a clear vision of your financial goals and investment decisions is risky.
A financial planner will assist in evaluating your risk tolerance—an essential element in devising an investment strategy. As Peter Lynch, a renowned investor, once remarked, “Know what you own, and know why you own it.” This stresses how important it is to be informed and understand one's investments.
In Personal Finance, staying on top of your investment portfolio starts with understanding continuous learning is a key ally in the world of investments. Here are some top investment blogs for beginner investors that can offer invaluable insights:
Stepping into the investment arena can evoke a mix of emotions. But as you start investing with a clear understanding of your financial goals, expert advice, and regular insights from top investment blogs for beginners, you're on a solid path.
As Benjamin Graham, known as the “father of value investing,” once said, “The individual investor should act consistently as an investor and not as a speculator.”
At the end of the day it's important to ensure you make informed, strategic investing over impulsive decisions. Check out how to avoid Mistakes When Choosing a Financial Planner in our other blog post.
Keen on diving deeper into investing? Connect with our top financial planners or explore more articles on our investment blogs for investment strategies.
