Asset Protection

Fraud scams take more than 5% of a business' overall revenue. If you're in the process of financial planning for your small business one thing you need to do is protect your business assets.

What is an Estate Plan?

The word estate is most commonly associated with great wealth, but the truth is, everyone has an estate. Everything you own from your car and house to investment accounts and personal possessions make up your estate.

When you start your own business you are also taking on some amount of risk. Taking on business risk doesn’t have to mean putting your personal wealth in jeopardy. In this article, we’re going to discuss ways to help you eliminate risk and protect your personal wealth.

As the Coronavirus continues to spread worldwide, so do phishing attacks disguised as helpful information on the outbreak. Security experts report an uptick in phishing messages being sent to businesses and individuals on the topic.

I sometimes find myself in conversations with clients who tell me how important it is for their personal information, including their finances, to be protected. As business owners, you have even more on the line than individuals.

In our modern, litigious society, there are certain typical problems which, if not properly planned and prepared for, can cause you to lose the entirety of your savings, investments, home and/or business. The result of such a loss would create a great burden for you and those that depend on you. Asset protection is an antidote for such problems.

The volatile market is in the news, in the headlines, and more than likely, in your portfolio. Erratic stock markets can be worrisome for everyone - but it does not have to be.

Authored by: Bridget Quijada

When was the last time you heard about a data breach or saw identity theft scroll across your screen as a headline? Probably way too recently. For me, it was just this evening on the news, another somber sounding anchor reporting on why consumers should be careful about giving out credit card information online.

Cybersecurity is always a hot topic, especially in the financial industry, but the recent Equifax data breach has brought it into the limelight once more. The recent breach of 143 million individual's sensitive information is just one of many that clouds headlines on a regular basis.