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What’s new in the cutting edge world of Identity Theft

Over the week-end I’ve been reading up on how to handle the credit agency breach. Identity theft overall is becoming more and more of a problem, so I don’t mean to diminish this breach as an issue, but I think this is a bit over-hyped. My experience with fraudulently filed tax returns – a form of identity theft – suggests that quite a lot of us – if not all of us – have already […]


Get on our mailing list

We only do one mailing a year if you aren’t already a client, so this is a pretty low-traffic list to be on! The “Thanksgiving Family Money Letter” comes out on Thanksgiving, filled with tips to share with the family. First Name: Last Name: Email: Phone: City: State/Province: Notes about the inquiry Referral Spouse Updated 11.18.2017


Some tips on data security, specifically touching on LastPass and ShareFile.

As you get your finances organized you’re going to wish you had a secure place to keep all your online passwords to websites. There are several on the market, but I personally use a Chrome Extension on my web-browser to an app called “LastPass”. It’s free if you just use it on desktops, and a small subscription cost if you want to use it across mobile devices. https://lastpass.com/ Once you have a strong master password […]