security

Why use my Custodian?

 in Our business / ProsperiTea Planning / Thanksgiving Family Money Letter  tagged business / investing / new prospects / security by (updated 607 days ago)

There is an enormous difference between working on individual retail accounts and working with the tools a professional custodian gives me. Benefits to you include: Better access to institutional-class funds. Because of my fiduciary business model and professional credentials, I’m authorized to use DFA funds (Dimensional Fund Advisors). I can only access them through my professional custodian, though. These are generally acknowledged to be as good as (or better) than Vanguard funds. No-load access to otherwise-loaded mutual […]

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

 in Financial wellness  tagged debt / emergency preparedness / security / web by

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 […]

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

 in Financial wellness / Our business / Thanksgiving Family Money Letter  tagged emergency preparedness / financial wellness / security / Thanksgiving Family Money Letter / web by (updated 611 days ago)

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 […]