Security & Privacy

Securing data & information.

Safeguard you and your family’s identities and data with the latest trends in financial security and privacy.

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.

IRS Releases Its ‘Dirty Dozen’ Tax Scams for 2022

The American Jobs Plan — also known as the Infrastructure bill — was introduced by President Biden on March 31, 2021. The plan proposes spending of $2.3 trillion over eight years on a variety of initiatives.

Video: Your Cybersecurity Survival Guide

Data theft is rising to a global criminal enterprise. Headlines of major ransomware attacks on municipalities and businesses are becoming the norm. But recent data indicates a new trend is emerging.

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.

Identity Theft, Fraud and Your Wealth. How You Can Stay Protected.

Identify theft and fraud is a fast-growing crime, with more than 15 million consumers falling victim to identity fraud in 2016 alone, according to Javelin Strategy & Research.

Combatting Identity Theft and Protecting Wealth From Fraud

Identity theft is one of the fastest growing crimes in the United States. Data shows that more than 15 million consumers were victims of identity fraud in 2016.

ID Theft Prevention and Wealth Protection Checklist

Identity theft and fraud is on the rise, as technology advances allow thieves to become more sophisticated.