Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular social media sites such as Facebook and Twitter. And while we commonly hear about breaches from these large, global organizations, it’s important to remember that small businesses are just as likely to experience a data breach, meaning your information that is stored at you CPA’s office, your attorney’s office, or your...
Recent Blog Posts
What professional service do 87% of Gen Xers want to use, but don’t?
A financial advisor! According to a recent study, 87% of Gen Xers would use a financial advisor if they found the right one.(1) So what’s keeping you from finding the right advisor?
Is it cost? Despite what TV and movies show, financial advice is not just for rich people. There are options for all income and asset levels, and speaking to an advisor can inform on...
Savvy Women Money Quiz
How Savvy Are You With Your Money?
You don’t need to understand market trends, how to buy a stock, and all the other technical investment terms advisors love to spout. But as a woman you must become Savvy with your money, understanding what you have, why you have it and how it will support you.
Let’s see how Savvy you really are with your money.
With each question below give yourself a score from 1= I’m clueless to 5= I...