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Wednesday, July 11, 2018

The recently released LPL Research Midyear Outlook 2018: The Plot Thickens is filled with investment insights and market guidance to take us through the rest of the year. So far this year, the return of the business cycle has brought...

 

Tuesday, June 5, 2018

Did you receive and are confused by Tax form 5498? We tend to get lots of calls this time of year from our clients about receiving this form for the previous tax year. Dennis created a 1 minute video to help clarify...

 

Friday, May 25, 2018

Fight back against massive data breaches. Be Proactive By Taking Your Identity Off The Grid. With massive and endless data breaches, you must assume your personal information is being bought and sold. Our recommended proactive steps...

 

Friday, May 18, 2018

Protect Yourself Against Bank Account Opening Fraud! It’s Fraud Prevention Friday and today we are sharing another important action to Take Your Identity Off the Grid! You probably have never heard of ChexSystems, but placing a...

 

Friday, May 11, 2018

You must take the proactive steps we have outlined to prevent your child’s identity from being stolen. To make it easy for you, we have streamlined this process by creating our “Identity Protection Packet for Minors”. You can download

 

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Friday, May 4, 2018

With massive and endless data breaches, you must assume your personal information is being bought and sold. During the month of May, we will be sharing with you knowledge and tools, and guiding you through the proactive steps you must...

 

Friday, April 27, 2018

Fraud Prevention Friday Actionable Advice: Open an account with Social Security Administration at www.SSA.gov Did you know April is National Social Security Month? Fitting in perfectly with this week’s Fraud Prevention Friday...

 

Friday, April 20, 2018

Fraud Prevention Friday Actionable Advice: Sign up for Credit Karma to receive free Credit Monitoring and to better understand and monitor your credit score. I learned I was a victim of identity theft when I was notified by Credit...

 

Friday, April 13, 2018

🛑 Stop using your debit card for purchases! We care about reducing your stress, and debit card theft will create high anxiety. 💳Every time you swipe your debit card you are releasing your bank account information, leaving your front...

 

Friday, April 6, 2018

You must change your Facebook settings now! Apps are constantly gathering your information. Execute these steps to see who is spying on you and how to stop it from happening. Changing these settings will stop the release of your...