fraud

Protect Yourself From These 5 Holiday Scams

2023-05-11T15:17:26-04:00December 6th, 2021|Blog, Financial Planning|

Protect Yourself From These 5 Holiday Scams By: Stacey Nickens 'Twas the month before Christmas, and all through the land, every mom and dad was buying all the toys that the stores had on hand. When on their credit card statement there arose such a clatter, they had to call American Express to see [...]

10 Ways to Protect Your Personal Information

2023-05-11T15:26:07-04:00August 20th, 2021|Blog, Financial Planning|

10 Ways to Protect Your Personal Information By: Stacey Nickens Millions of individuals fall victim to identity theft every year. While the reality is scary and troubling, there are steps you can take to protect your personal information and your identity. Keep reading to learn about 10 steps that the Social Security Administration recommends [...]

3 Ways to Protect Yourself From Identity Theft

2023-05-11T15:26:49-04:00July 26th, 2021|Blog, Financial Planning|

3 Ways to Protect Yourself From Identity Theft By: Stacey Nickens When my children were younger, they had a tendency to ride their bikes and scooters while wearing flip flops. No matter how many times I reminded them to wear closed-toed shoes, they would come home with bruised and battered toes after ignoring my [...]

Password Security: Protecting Yourself from Identity Theft

2023-05-11T15:32:45-04:00April 16th, 2021|Blog, Financial Planning|

Password Security: Protecting Yourself from Identity Theft By: Stacey Nickens This time of year, you may be cleaning out your garage, donating last season's boots, or regifting the Christmas presents that you never used. Many of us remember the importance of keeping our homes organized. However, we often forget to regularly "reorganize and clean [...]

Scam Alert: Watch Out for New Tax Refund Scam

2023-05-11T15:33:50-04:00April 2nd, 2021|Blog, Taxes|

Scam Alert: Watch Out for New Tax Refund Scam By: Stacey Nickens Scammers are currently targeting people associated with colleges, universities, and other educational institutions, Students and staff who have ".edu" email addresses may receive an email with the IRS logo. These emails are often accompanied by the subject lines "Tax Refund Payment" or [...]

IRS Offers New Tool to Protect You From Tax Fraud

2023-05-11T15:38:21-04:00January 25th, 2021|Blog, Taxes|

IRS Offers New Tool to Protect You From Tax Fraud By: Stacey Nickens In past years, the IRS has given victims of tax fraud an Identity Protection PIN. When these individuals filed their tax return, they would input their Identity Protection PIN in addition to their Social Security Number. Doing so would give them [...]

Financial Lessons We Can Learn From 2020

2023-05-11T15:39:01-04:00January 8th, 2021|Blog, Financial Planning|

Financial Lessons We Can Learn From 2020 By: Stacey Nickens To say that 2020 was a tumultuous year could be an understatement. Between the pandemic and a presidential election, many of us experienced plenty of uncertainty and stress. For some of us, we lost loved ones or became ill ourselves. However, challenging times always [...]

Watch out for COVID-19 Scams

2020-09-04T13:25:01-04:00September 4th, 2020|Blog|

Watch out for COVID-19 Scams By: Stacey Nickens Scammers are taking advantage of people's financial and health concerns during the COVID-19 crisis, and it's important to remain abreast of some of these scammers' latest tactics. Consider some of the warning signs below to help protect yourself from fraudulent activities. Avoid fraudulent treatments, vaccinations, and home [...]

What To Do If the IRS Calls (Hint: It’s Not the IRS Calling)

2019-02-15T14:16:36-05:00February 15th, 2019|Blog|

Many people have been asking, "What do I do when the IRS calls  me?" The answer: The IRS, and other government organizations like the DMV or Social Security Office, will never call you unless you called them first. However, tax season is prime time for scam phone calls and emails. Email phishing scams were up [...]

February Tax Update

2016-11-22T21:57:28-05:00February 2nd, 2016|Blog, tax, Taxes, Uncategorized|

With us being three months out from April 18, what are things you should be considering? Notably, it's important to get your taxes done as early as possible to avoid identity theft, but there are a number of other important deadlines and headlines that you should take into consideration going into this short, chilly month. February 1st [...]