Client Notice: Tax Document Delivery and Reminders We wish all our readers a very Happy New Year. As we start 2024, we look forward to helping our clients in simplifying their upcoming tax season. Our reporting team will begin saving the investment account documents...
October 3, 2019. By Jennifer Wolfsberg: Just when you think you have heard them all, opted out of every list, and blocked every unknown address, your junk mailbox erupts or you pick up the phone only to hear an AI operator promising to forgive your student loan, make...
September 21, 2017. By Matthew Okaty: The recent Equifax cybersecurity breach should serve as a wake-up call for everyone. With approximately 143 million consumers’ personal information exposed, the consequences of the breach are sure to be significant and felt for...
January 26, 2017. By Ashley Agnew: This past Tuesday we had the pleasure of hosting Bill French to discuss how individuals and businesses can protect themselves from identity theft and fraudulent activity. Bill is the Vice President of Fidelity’s customer...
July 12, 2016. By Ashley Agnew: Many times when thinking about secure traveling, we are most worried about things such as luggage theft, hotel security, and losses due to language barriers or exchange rates. We tend to ignore cybersecurity threats, despite the fact...
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