2017 Data Breaches are a 2018 Danger and Beyond

February 15, 2018

MEMO TO FINANCIAL ADVISORS:  By Howard L. Tischler — As 2018 marches on, it might seem like the 2017 data breaches are old news. But don’t be fooled: For anyone concerned with protecting financial assets, big data breaches of the recent past are a clear and present danger in 2018 and beyond. Here’s why. The personal… Read More

143 Million Impacted by Data Breach…Are There More?

September 13, 2017

Equifax’s recent announcement regarding a massive breach of consumers’ personal and financial information has many of us panicking about what to do next. The news that as many as 143 million customers may have had data such as their birth date, Social Security number, driver’s license, address and/or credit or debit card information fall prey… Read More

Identity Theft is Just the Tip of the Iceberg

December 14, 2016

You may qualify for a discount on EverSafe financial protection for you or a family member. Learn more here. Scammers are constantly devising new ways to exploit victims. And while identity theft prevention services may alert you to unauthorized use of your personal information, they won’t detect the many other ways that thieves can threaten… Read More

Holidays, Traditions and Scams

November 18, 2016

It’s funny how holiday traditions get started. Some are rooted in faith, religion or cultural heritage and have been handed down for generations. Others are more personal and reflect the relationships, history and humor unique to a particular family. I always associate Christmas with a homegrown scam, perpetrated by my little brother. When we were… Read More

Your Aging Parents and Important Housing Decisions

November 14, 2016

Your parents may still live in the same home where they have resided for decades. If so, it’s important to recognize that aging sometimes presents a number of physical and cognitive challenges that can make even the simplest household chores feel overwhelming. The Importance of Listening For seniors, maintaining a home is usually a source… Read More

Your Loved Ones and Identity Theft

November 10, 2016

Folks in the “sandwich generation” care for and safeguard both their children and their aging loved ones. Many are also dealing with the challenges of work, adding to their stress. Making matters worse for the sandwich generation are the increasing number of identity theft and financial fraud cases targeting unsuspecting, vulnerable senior citizens. Recent press… Read More