The latest cybersecurity attack of Equifax is probably one of the biggest hacks in the history of the internet. Read More
What To Do If You’ve Been Hacked
Author Archives: Marie Villard
Changes to Money Market Funds in Your Accounts
Due to upcoming regulation, we recently began the process of changing the money market funds (the cash position) in your accounts. Read More
The Two-Minute Tour
Curious about where we work and who we are? Watch this video to take a brief two-minute tour of our office! Read More
Changes to Schwab Monthly Statements
If you received your Schwab monthly statement in the past week, you may have seen an insert in the mailing talking about some upcoming changes to the way Schwab will be reporting your account activity going forward. Read More
Update on 2015 Tax Forms
Schwab has announced that the mailing dates for 2015 tax forms will be a little bit later than they have in previous years. Below is a modified schedule of when you should expect to see your forms, either via mail or email. Read More
Year-End Gifting | A Triumph of Kindness
Ben Franklin said “In this world nothing can be said to be certain, except death and taxes.” And, while that was some 250-ish years ago, nothing, still, is more certain. …
There’s an App for That
A couple of years ago, I wrote a blog post about how to jumpstart your New Year’s resolutions where I discussed a few ways to keep track of and record the …
There’s Still Time to Make an IRA Contribution
Even though 2014 has come to an end, there is still time to save for retirement while possibly qualifying for a tax deduction. Both traditional IRA and Roth IRA contributions …
eApprovals and eSignature
Last month, Schwab launched two new online request tools known as eApprovals and eSignature. These new services are open to all of our clients, require Schwab Alliance online setup, and …
Mobile Security
We’ve spent a lot of time discussing money safety and how to be better at securing your online identity, financials, and overall internet and device setup. With the launch of …
Is Financial Synergies Right for You?