Several of our clients are receiving reminders from Charles Schwab & Co. to name a Trusted Contact for their accounts. Here’s some information to help you understand what a Trusted Contact is, and why you should consider naming one. What’s a Trusted Contact? A “Trusted Contact” is a person that you authorize your brokerage firm […]
Tag Archives | cybersecurity
Using This Windows Operating System? Your Computer Could Soon Be Attacked
Almost half of all desktop computers in the U.S. are reportedly using the Windows 7 operating system. Windows 7 was introduced in 2009, replacing the unpopular Windows Vista system, and won fans due to its ease of use and reliability. Fast forward 10 years, to 2019. Windows 7 is still a huge hit with consumers […]
How To Spot A Scam, From One Of America’s Greatest (Former) Con Men
Frank Abagnale is arguably America’s most famous con man. He was a professional imposter whose life inspired the character played by Leonardo DiCaprio in the film “Catch Me If You Can.” After getting caught and serving time, Abagnale became one of the FBI’s good guys, using his inside knowledge of how scammers work to protect Americans from […]
Capital One Data Breach: What To Do Now
Details of yet another data breach were in the news this morning. We’re sure many of you have questions about how this may affect you, and what steps you should take now to protect your personal information. For that reason, we’re sharing below information provided early this morning by free-credit-score website WalletHub. The information below was […]
Florida #1 For Fraud: How Not To Be A Victim
So what else is new? Florida ranks #1 for consumer fraud complaints, partly due to our transient (and often older) population. According to a Federal Trade Commission report, Florida residents lost over $80 million to fraud in 2018. There was a big increase in government imposter scams. That’s where someone calls you, pretending to be […]
Is It Phishing? Or Is It For Real? Hard To Know For Sure
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 […]
Quote Of The Week: The Internet Of Things
“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.
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 […]
Keep It Safe!
That’s our Associate Client Advisor Anthony LaBrake CFP®, leading last week’s employee training on cybersecurity. Our goal: keep you and your assets safe! In the news this week: more hacks at a major retailer. How can you protect yourself? Here’s some important tips to keep you safe at home: Use complex passwords mixing letters, numbers, […]
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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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.
