Tax Refund Scams

Tax-related fraud and identity theft have continued to grow, with millions of people becoming targets. Scammers need little more than your Social Security number and other general information to file a fraudulent tax return and hijack your tax refund. Taxpayers typically don’t discover the fraud until they attempt to file their own returns, which is […]

Cell Phone Security

As scammers get more sophisticated, be sure to protect yourself and your access points, such as your smartphone. Start by making sure your phone is encrypted. Most phones, such as iPhones, Google Pixels and post-2018 Samsung phones are encrypted by default. Should you have a different model, search online for instructions on how to encrypt […]

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