Blog categorized as Risk Management

How to Protect Your Bank Account: 9 Security Tips

12/21/2022 01:37 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Protect Your Bank Account: 9 Security Tips
Whether you’re shopping online or pumping gas at the station, there are steps you can take to help keep your identity and money protected.

October is National Cybersecurity Awareness Month

10/04/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
October is National Cybersecurity Awareness Month
October is National Cybersecurity Month! Here are some ways you can stay safe online protect yourself online.

Avoiding Tax Scams

08/10/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Avoiding Tax Scams
Don't let yourself become a victim of tax fraud. These are the most common scams against taxpayers, as reported by the IRS.

Does It Pay to Buy Travel Insurance for Your Summer Trip?

06/21/2022 09:50 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Does It Pay to Buy Travel Insurance for Your Summer Trip?
While protection is never a bad thing, you want to make sure the value of the coverage outweighs the added cost.

5 Things You Should Do For National Internet Safety Month

06/14/2022 06:06 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Things You Should Do For National Internet Safety Month
June is National Internet Safety Month. Here are some basic tips on consumer Internet security.

Prepare for Summer Wildfire Season

05/16/2022 05:40 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Prepare for Summer Wildfire Season
Are you prepared for wildfire season? These tips will help keep you, your family, and your home safe this summer.

Backing Up Your Financial Documents

03/21/2022 08:14 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Backing Up Your Financial Documents
Anyone who is concerned about losing documents or data will find this useful backup advice helpful.

Think Flood Safety This Spring

03/07/2022 08:16 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Think Flood Safety This Spring
Floods are among the most frequent and costly natural disasters, especially in the Spring. Last year alone, excessive rainfall brought flooding to many locations, making it the deadliest for flooding since 2017.
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