Blog categorized as Risk Management

Scammers Are Getting Smarter in 2022: 5 Ways to Spot Them Online, Over the Phone and In Person

02/11/2022 08:43 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Scammers Are Getting Smarter in 2022: 5 Ways to Spot Them Online, Over the Phone and In Person
As people grow to recognize scams, scammers grow more sophisticated. Here are 5 tell-tale signs that you may be dealing with a scam.

Understanding FDIC Insurance

02/04/2022 08:01 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Understanding FDIC Insurance
FDIC insurance is insurance offered by the government to help protect your deposits at an insured bank. Learn more about FDIC insurance, including what it covers.

December Is Identity Theft Protection Awareness Month

12/01/2021 08:35 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
December Is Identity Theft Protection Awareness Month
It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.

Scammers Are Getting Smarter in 2021: 5 Ways to Spot Them Online, Over the Phone and In Person

08/23/2021 10:14 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Scammers Are Getting Smarter in 2021: 5 Ways to Spot Them Online, Over the Phone and In Person
As people grow to recognize scams, scammers grow more sophisticated. Here are 5 tell-tale signs that you may be dealing with a scam.

The Growing Risk of Credit Fraud and What You Can Do To Protect Yourself

08/03/2020 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Growing Risk of Credit Fraud and What You Can Do To Protect Yourself
The fraud alerts through the credit reporting agencies really do work. They saved my credit, potentially saved me financially, and certainly saved me from some major headaches. So you may be wondering, what exactly is a fraud alert and how to you set one up?
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