How to Stay Safe in a Winter Weather Emergency

November 22, 2022

As you tackle that annual prep, it’s also a good time to ensure that you’re ready for a winter weather emergency. Presented by Ben Murphy, CPA, PFS™: As the year winds down and December holidays approach, many Americans are bracing Read More...
Protect Yourself: Cybersecurity image with credit cards

November 29, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: As we learned from the Equifax breach that occurred in 2017, we can fall victim to identity theft Read More...
Financial exploitation picture of elderly woman with younger woman holding her hand

March 13, 2021

By Kris Maksimovich, AIF®, CRPC®: The anticipated number of senior citizens is projected to grow at a steep rate, with 10,000 seniors turning 65 Read More...
Tax Season Scam Alert

March 8, 2021

Presented By Tom Kennedy, CFP®: With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring Read More...
Dumpster diving shows young man walking in alley by dumpsters.

December 7, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Phishing, malware, hacks. Lately, it seems as if the tricks that cybercriminals use to try to access Read More...
Identity Theft With Woman Holding Laptop

March 31, 2018

What should you do if you are a victim of tax identity theft? Read on for activities that can help you sort through the crisis. Presented by Kris Read More...