Valentine’s Day Love Grams (and Romance Scams)

People looking for romance are hoping to be swept off their feet, not caught up in a scam   In 2018, the FTC Consumer Sentinel had more than 21,000 reports about romance scams, and people reported losing a total of […]

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Smart Consumer Series – What to Do If Your FAFSA Application Gets Flagged for Verification

Five Steps to Avoid Losing Out on College Loans, Grants and Scholarships After Applying for Financial Aid   Even in the best of circumstances, applying for college financial aid can be a difficult task. But many students find themselves confronted with an […]

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Weekend Reading – Taxes Around The World

As tax documents fill our mailboxes in the U.S., we explore the individual tax regimes around the world   Politicians for centuries have used taxation as a primary incentive to garner greater public influence. But the current surge in populism, […]

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Smart Consumer Series – 9 Places to Find Free Money

State treasuries and other agencies are holding more than $40 billion in unclaimed assets   Unclaimed assets, often from accounts that have been inactive for a certain period of time, can include checking and savings, payroll checks, utility deposits and […]

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Smart Consumer Series – Using a Health Savings Account to Pay Long-Term Care Premiums

You can tap an HSA to pay the premiums for a long-term-care insurance policy, but the amount you can withdraw tax-free depends on your age For 2019. the amount you can withdraw tax-free from your HSA depends on your age: […]

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Smart Consumer Series – Cyber-scam of the Week

The boss needs Itunes Gift Cards for customers NOW… If you ever wondered what a spear phishing attack looks like, see the email exchange below Did you know that one of the first things hackers try is to see if […]

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Cyber War, Cyber Crime and Protecting your Business

Our very own Operations Manager Diane Musick participated in this weeks’ Expert Edge series at the Springfield Chamber on Cyber War, Cyber Crime and Protecting your Business. Attendees learned five ways to protect your data from scammers, cyber crime and […]

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Smart Consumer Series – ID Thieves Exploit Snail Mail

A new mail tracking service provided by the U.S Postal Service has a loophole that ID thieves can take advantage of. When you sign up for Informed Delivery, the USPS will e-mail you scanned images of your unopened letters, including […]

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Weekend Reading – Retirement Planning for Every Life Stage

Envision yourself in retirement. Are you enjoying the lifestyle you thought you would have? Have you achieved the financial goals you laid out for yourself? If you are unsure how to answer these questions, you are not alone. Retirement planning […]

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Smart Consumer Series – Vendor Security

Not many small businesses do business these days without the services of third-party vendors, some of whom have access to your company’s sensitive information How to protect your business… Control access – Not everybody needs a backstage pass to your […]

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