Improving someone’s financial health is a lot like improving their physical health. The challenges associated with pursuing a better financial outcome include diagnosis of the current situation, development of the appropriate course of action, and sticking with the...
Erin Itkoe, CFP®, CPA®/PFS The end of the year is the time for celebrating the holidays with family and friends. It is also an opportune time to take advantage of tax planning strategies before the calendar flips to January. With the passing of the Tax Cuts and Jobs...
Resist the temptation to react Sometimes, the best reaction is no action at all. Consider a soccer analogy. During a penalty kick, a soccer goalie must make a split-second decision to stay put in the center of the goal, jump left, or jump right. Behavioral economist...
Cybersecurity and Data Protection By Bob Veres Not long ago, I reported something astonishing: A number of larger financial services firms and software companies were working hard on cybersecurity measures—and at the same time, they were resigned to the fact that...
[vc_row][vc_column width=”2/3″ css=”.vc_custom_1498685691432{padding-top: 50px !important;}”][vc_column_text] MIT AgeLab I visit the MIT AgeLab website a few times a week to read about and better understand the challenges and opportunities of...
Stay vigilant Fraudsters have found a new way to infiltrate firms, compromise security, and scam businesses and individuals out of money—through fake tech support claims. How it works A scammer will contact a business via phone, email, pop-up message, or other methods...
