Author Archives: securities
How to Keep Your Online Accounts Safe
Huge data breaches of personal information from large companies are all over the news lately – Target, Home Depot, Sony, and Anthem. The fact is: identity thieves don’t limit their targets to large companies. If you do not take steps to protect your personal and financial information when you go online, you could be… Read More »
Diminished Financial Capacity: How to Plan for It and Help Others Who May Have It
The SEC’s Office of Investor Education and Advocacy and the Consumer Financial Protection Bureau recently issued the Investor Bulletin and Advisory: Planning for Diminished Capacity and Illness to address a growing concern for the country’s estimated 44 million adults over the age of 65. Financial Capacity – what is it? Financial capacity is an… Read More »