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Protecting Yourself Online

For those who have had concerns about the Internet and its security, there was recently a very large “I told you so” moment. The resulting aftermath of the Equifax breach has put identity theft and cyber-security at the forefront of our thoughts and minds.

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Is There an Error On Your Credit Report? Next Steps To Take

Let’s look at why your credit report is important, and if you find an error – how to handle it.

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Equifax Breach – Steps You Should Take

As you may have seen on the news over the last 24 hours, Equifax – one of the three major credit reporting agencies – had a significant data breach at the beginning of this summer.  If you’ve ever run a credit report in the past, it’s likely your personal information was exposed.  Per reports, the […]

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Preventing Financial Elder Abuse – Part II

Advisors and family members can team up on a loved one’s behalf In Part I, we looked at the sources and warning signs of elder financial abuse.  In this installment, we will talk about how to work with the elderly once they have become victims and how to prevent elder financial abuse. Don’t shame elders […]

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Preventing Financial Elder Abuse – Part I

Advisors and family members can team up on a loved one’s behalf. Key Takeaways The vast majority of financial elder abuse is perpetrated by family members and caregivers—not by strangers and professional crooks. Only a tiny fraction of elder abuse is actually reported. Look for the warning signs of financial elder abuse. As many of […]

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Disability Insurance: Protecting Your Largest Asset

Here are a couple of interesting statistics for you: Just over 1 in 4 20 year-olds will become disabled before they retire*. Only 5% of disabling accidents and illnesses are work related. The remaining 95% are not, meaning Workers Compensation doesn’t cover them**. During your career, you are 3.5 times more likely to be injured […]

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Cash Value Life Insurance

Life insurance, like any type of insurance, is constantly evolving in the marketplace. As insurance companies continue to create new products and tweak older ones, their offerings become increasingly more complex, harder to understand and sometimes, are sold to policy holders for the wrong reasons. Term insurance has remained fairly constant, but permanent, cash value […]

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