A lot of my client work involves working with online banking apps and managing financial reports that I share electronically with other professionals like CPAs, financial advisors and estate attorneys. I’m a stickler for security and was curious about cyber insurance and if it was something my clients should have.
Month: February 2016
Your Life, Your Digital Assets
With the explosive use of technology in the last twenty years, how we manage our lives has dramatically changed. When taking stock of their finances, my clients are often surprised at how scattered and complicated their digital assets can be.
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