A reader of our blog recently sent us an email asking if a message he received from a broker was legitimate or whether it was a phishing expedition. He was following up on a couple of previous blog stories we did on phishing emails and wanted some guidance. He received what seemed like a legitimate […]
“There are more devices connected to the internet now than there are people on the planet.” Greg Ruppert, Cybersecurity expert Senior Vice President, Financial Crimes Risk Management, Charles Schwab & Co., Inc.
A major tool in combatting identity fraud just got cheaper. In fact, credit freezes are now totally free. Consumers victimized by identity fraud have long had the option of “freezing” their credit by contacting the big three credit reporting agencies – Equifax, Experian, and TransUnion – and telling them to restrict access to their credit file. […]
When you move, there’s a lot on your plate. Boxing up your belongings, getting rid of all that clutter in the garage, notifying the utilities, and settling in to your new home. But don’t forget to let us know so we can change the mailing address on your investment accounts. It may not seem like […]
We spend a lot of time making sure our clients and their finances stay safe, even as they age. Are you familiar with the facts about financial exploitation and aging? Financial abuse costs seniors billions of dollars each year. Here’s some new numbers from Greg Brumbeloe, in a recent article for Financial Advisor magazine. Brumbeloe […]
Half of all Americans have been affected by the massive Equifax data breach, which allowed hackers to access names, Social Security numbers, and other personal data belonging to nearly 150 million people. Do you know what steps to take within the first 24 hours? How about within 48 hours? Time is of the essence when you’ve […]
As data breaches go, this is one of the most extensive. The sensitive information of almost half of all Americans has been compromised, all because the company safeguarding that information reportedly failed to upgrade and update software despite being warned to do so. To make it worse, company execs sold millions in stock after the breach, […]
I found three separate phone messages waiting for me at home last week. Each message claimed to be from the IRS warning me about my “last chance” to pay up. Wait a minute! Why is the IRS calling me if I don’t owe them any money? And since when does the IRS do the “dialing […]
Holy Data Breach, Batman! Wells Fargo stunned regulators and clients earlier this month when it revealed that it had accidentally leaked the intimate financial data of 50,000 of its wealthiest clients. As part of a separate and unrelated lawsuit, Wells inadvertently sent opposing lawyers 1.4 gigabytes of confidential data containing names, Social Security numbers and […]
Security Alert: Clients should be alert to an ongoing, large-scale “phishing” campaign in which clients may receive fraudulent emails that appear to be from Schwab. Schwab has advised us that they are currently responding to a phishing attempt in which clients are receiving emails that appear to be sent by Schwab’s fraud and security departments. The […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
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