Financial Data Security: The Best Ways to Manage Your Financial Information

January 20, 2021Posted in Asset Management, Financial information, Financial PlanningWritten by Jim PattersonLeave a comment

Woman financial advisor working in front of multiple stock market computer screens - wen

A partial social security number and other identifying information can be the key to open the vault to your most valuable assets in a cybercriminal’s hands. Online access brings convenience and higher risk, making financial data security a must to keep our information – and assets – safe.

Stay Aware: The Latest Telephone Scams Targeting the Financial Security of Our Seniors

October 31, 2019Posted in Asset Management, Financial Planning, wealth managementWritten by Nikki SutcliffeLeave a comment

Be aware of the latest telephone scams targeting the vulnerable elderly, and make sure your loved ones are protected from financial exploitation. Aside from prepaid credit card scams, some of the other most popular are IRS payments, Social Security, invoice and romance scams. Learn more about them and how you can protect those you love and care for.

financial security