Asset Protection

Statistics show that nearly 33% of Americans have faced some identity theft attempts in their lives, and experts estimate there is a new case of identity theft every 22 seconds. As financial professionals, one of our primary goals is to help our clients create a financial strategy and protect their wealth. In today’s digital age, identity theft threatens your finances, so it’s crucial to understand the risks and take proactive measures.¹

This blog aims to equip you with practical strategies for protecting your personal and financial information with the goal of maintaining your financial well-being.

There isn’t a week that goes by when you don’t read about some data breach, and tens of thousands of people becoming victims of identity theft. Safeguarding your personal and financial information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect your personal identity.

Owning a home or business can be one of the great joys in your life. Not only does property ownership provide you with a secure and stable living situation, but it is also provides crucial assets that are helpful for your financial planning, credit building, and wealth management. However, a little-known challenge for home or property owners can be the threat of home title theft.

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.

To protect your assets, you've got to understand the small business scams that could come your way and know how to avoid them. From a PayPal scam email to cyberattacks, we're going to cover it all in this comprehensive guide.

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. If you’re like most, you want to make sure you’re implementing the right steps and practices to protect your information, especially in today’s digital age.

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.