June 17, 2024 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for June 17, 2024

How to Avoid Scams in Retirement – Practical Tips for Preventing Fraud

Radon and Murs discuss practical tips on how to safeguard your information and prevent cybersecurity fraud. Fraudsters are continuously evolving their tactics, making it easy to fall victim with a simple click, which is why keeping yourself educated is important.

 

How to Avoid Scams in Retirement – Practical Tips for Preventing Fraud

Scams are a major concern for everyone. Every day, people are falling victim to scams. Occasionally, a client of ours will contact the office because their data has been breached.  Just in the last week, two clients have reached out to us because they were scammed.  Let’s go through some tips to help you avoid scams and have peace of mind that you’re taking the steps to avoid falling victim to one of these scams…