Safeguard you and your family’s identities and data with the latest trends in financial security and privacy.
Preventing Fraud and Identity Theft
In this digital age, when more and more transactions are taking place on computers, mobile devices, and other technologies, criminals have focused on this trend to hone their craft of theft.
Getting Your Financial House In Order
Following are some of the major categories and tasks our advisors and I are recommending for clients to get their financial houses in order.
A Checklist for Credit Freezing: The Simple Way to Prevent Identity Theft
Freezing your credit information goes a long way toward preventing identity theft. A freeze creates a block on your credit information until you unfreeze it. This powerful tool protects you from someone attempting to open new accounts in your name without your knowledge.
Eight Steps to Protect Your Passwords and Digital Assets
While the digital world gives access to data in an instant, along with technological progress comes the need for strong layers of protection. Unfortunately, the digital world is increasingly becoming more dangerous for high-net-worth individuals and families. According to the 2018 Identity Fraud Study from Javelin Research, victims of fraud increased by 1.3 million, representing a $16.8 billion loss for U.S. consumers.