• Top Ten Items to Protect Yourself from Fraud

    Fraud can happen to anyone at anytime.  Here are the top 10 items you can do this month to protect yourself from fraudulent activity.

  • Aging Dilemma

    Should today’s 70-year-old American be considered “old?”  How do you define that term these days?  Statistically, your average 70-year-old has just a 2% chance of dying within a year.  The estimated upper limits of average life expectancy is now 97, and a rapidly growing number of 70-year-olds will live past age 100.

  • Equifax Breach, Revisited: Four More Steps to Protect Yourself

    Placing a security freeze on your credit reports alone does not protect you from every threat posed by the Equifax fiasco. In addition to credit information, hackers also accessed Social Security numbers (SSN), dates of birth, and drivers license numbers. These data can expose you to other dangers besides fraudulent credit accounts. You should take the following four steps to protect yourself.

  • The Debt Limit

    The debt limit can be very confusing to understand. How are we so far in debt yet we get all our budgets approved?

  • What Should You Do about the Equifax Data Breach?

    Many consumers were unnerved to learn that Equifax, the giant credit-reporting corporation, suffered a data breach between mid-May and July that exposed sensitive personal information for an estimated 143 million individuals.

  • Cybersecurity Incident & Important Consumer Information

    Recently several clients have called to inquire about the Equifax notification that criminal hacking may have occurred. Here is the announcement from Equifax and a link for you to check to make sure your identify was not compromised.

  • Aging Without Support

    Probably the most forgotten minority in America is the “elder orphans”—aging retirees who no longer have a spouse (if they ever had one), no kids and no caregiver.

  • Bad Barometer

    Chances are, the market barometer you most often hear about is the Dow Jones Industrial Average. Every evening, the Dow’s ups or downs are soberly reported as if they reflect something important. They don't.

  • What Does it Mean When Your Portfolio is Up 10%?

    The only way to know if your investments are “beating the market” is to compare their performance to “the market,” which is not easy.

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