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moving boxes

Moving? Keep Us In The Loop!

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 […]

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Keeping Aging Investors Safe From Financial Exploitation

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 […]

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Ask For Our Free Guide: “How To Respond To A Data Breach”

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 […]

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Equifax Breach: What To Do Now?

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, […]

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“Phishing” For Dollars: Watch Out For This IRS Hook

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 […]

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Holy Cybersecurity! How A Leading Bank Exposed 50,000 Top Customers

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 […]

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Security Alert: Fraudulent “Phishing” Email Attack

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 […]

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Quote Of The Week: More Seniors Fall Victim To Financial Abuse

“A new survey of caregivers by Allianz Life finds that 37% of seniors have suffered financial abuse. Such abuse can take the form of telemarketing scams, pressure to sign a will, or an empty promise to provide care in exchange for property. Victims of elder financial abuse lose an average of about $36,000, often to […]

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How To Avoid Falling Hook, Line & Sinker For ‘Phishing’ Emails

You can never be too vigilant when it comes to email safety. That’s why we wanted to share 7 simple email tips from top tech and security experts to help keep you safe from a malicious ‘phishing’ expedition. If you’re not familiar with the term, ‘phishing’ emails are fake or deceptive emails sent by cybercriminals who are fishing for victims. […]

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Schwab Alert: Beware Of Phishing Attempts

Schwab has sent out an alert advising that some clients across the country have received “phishing” email and text messages purporting to be from Schwab. Clients have been asked to click a link and provide sensitive personal information including a passport or driver’s license. Schwab advises clients that they would never ask clients to provide sensitive information via […]

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