May 8, 2024 |
Scams
I recently read an article in which a financial columnist for a major publication was the victim of an elaborate and expensive scam. The con ...
Learn MoreScams
I recently read an article in which a financial columnist for a major publication was the victim of an elaborate and expensive scam.
The con transpired over several hours, but it began with a phone call from a “trusted” retailer’s customer service and ended with the fraudsters impersonating the CIA. Ultimately, the scammer convinced the victim to put $50,000 in a shoe box and give it to a stranger.
Sounds like something out of a thriller, doesn’t it? And I’ll be honest, my first thought was, “I would never fall for that!”
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Blogs for May 2024
May 6, 2024 |
401k Millionaires on the Rise
As we continue through 2024, I wanted to share some data that many may find positive. Fidelity Investments just announced that 440,000 retirement savers reached ...
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May 3, 2024 |
Sell or Rent: Deciding What to Do With Your Home
The decision on whether to sell or rent your home is trickier than other financial decisions because of the emotional ties you have to your ...
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May 1, 2024 |
Should You Gift Your Business Interests into a Trust?
As business owners plan for the future, the decision to transfer business interests into a trust can be pivotal. One sophisticated strategy involves gifting privately held business interests into a trust—be it revocable or irrevocable. The distinction is crucial: ...
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