Category Archives: Financial Privacy & Security

Is It Time to Retire or Start a Second Career?

For many of us over fifty, the idea of retirement is an enticing dream. Ditch the Silicon Valley commute. Eliminate the stress of a 40+ hour work week. Spend more time doing what we love. Yet only 60% of workers … Continue reading

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Winning the Lottery: What Should You Do?!!

Do you daydream of winning the lottery? Even as a Daily Money Manager, I too fantasize about winning the big jackpot. Sometimes money can make people crazy… whether it’s an inheritance, unexpected windfall, or something like winning lotto. So here’s … Continue reading

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Do You Need Cyber Insurance?

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 … Continue reading

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Technology Scams Targeted at Seniors

A computer connected to the Internet can be a lifeline for seniors. It’s a way to stay connected to their families as well as their finances. Unfortunately seniors are often targets for scam artists hoping to prey on their ignorance … Continue reading

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Using Technology for Credit Card Safety in the Holidays

Now that Black Friday, Small Business Saturday, Cyber Money and Giving Tuesday are over (!), your credit cards may have had a quite a workout. Over the years I find that the holidays can be a hectic time, filled with a flurry … Continue reading

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Holiday Financial Tips

That Have Nothing to do with Budgeting Black Friday is behind us, and the shopping frenzy has started. By now (hopefully) you have a spending plan for your gift giving this season. Whether you are braving the malls or online … Continue reading

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Identity Theft Through Smishing

Similar to “phishing,” the latest con scammers are using cell and smart phones to smish victims out of bank account information. Identity theft has hit a popular communication tool: text messaging.  In my work at keeping my clients financially organized, … Continue reading

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