Key Takeaways: Seniors are commonly targeted by scammers looking to steal their benefits, savings, and investments. Common elder scams include Medicare, Social Security, investment, phishing, romance, and grandparent scams. Scammers often create an urgency or fear to...
Highlights of the SECURE Act 2.0 Click here to download a PDF of this report.
Tips for you and your clients to protect against identity theft. Identity theft is a serious crime, one that affects millions of Americans each year according to statistics published by the Federal Trade Commission (FTC). Identity theft occurs when someone steals your...
On Friday, March 10, regulators took control of Silicon Valley Bank as a run on the bank unfolded. Two days later, regulators took control of a second lender, Signature Bank. With increasing anxiety, many investors are eyeing their portfolios for exposure to these and...
Did you know that cybercriminals commit financial fraud by tricking people into buying gift cards and sending them the gift card information? This popular scam is a preference for cybercriminals because gift cards are an easy substitute for cash, they are easy to...
Rebekah J. Fero, CFP®, AIF®
Jeffrey J. Fero, II, CFP®
