Monthly Archives: February 2016

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

Posted in Financial Privacy & Security | Leave a comment

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. Tweet

Posted in Financial Organization | Leave a comment