Financial Tips

Avoiding a Hostile Email Takeover

Last week I received an unsettling email; a college friend of mine was lamenting about how he fell victim to a cyberattack…his family’s business email account had just been hacked. The perpetrator, after gaining access to sensitive company information, sent numerous … Continue reading

If They’re Not a CFP® Pro, You Just Don’t Know

A few years ago the CFP Board of Standards, Inc. initiated a public awareness campaign. Their goal is to educate the public on the importance of working with a qualified financial advisor. They encourage everyone to seek advice from a … Continue reading

What is a CFP® Professional?

Take a look at this short video from Mike Minter about what it means to be a CFP® Professional:

Can an App Really Help you Beat the Market?

One of the websites which is frequented by many of our clients and is thus on my radar is Yahoo! Finance. I admit that I regularly find myself worried that people may be derailed from their long-term investment strategy by … Continue reading

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 the new Android platform Blackphone, I thought it would be … Continue reading

Money-safe Travels for the Summertime

Many of us amp up our travels in the summer (especially to escape this heat!), and money safety should be at the forefront of every decision made. While traveling domestically or internationally, you have to be concerned about theft in … Continue reading

How to Safeguard Your Online Identity

Through the Looking Glass We are living in a time where our existence is more exposed than we’ve ever known. Our emails, names, phone numbers, personal pictures, and other personal data are associated with everything we do; from banking to … Continue reading

Five Ways to Jumpstart Your New Year’s Resolutions

In the spirit of the holidays, I’ve decided to get a head start on my New Year’s Resolutions: “I resolve to write every day, learn the guitar, and teach myself conversational French.” Now, lofty goals are my specialty, but the … Continue reading