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Protect Your Taxes: What You Need to Know About IRS IP PINs
Tax season is already complicated enough, but identity theft can make it significantly worse. To help safeguard taxpayers, the IRS offers the Identity Protection Personal Identification Number (IP PIN). Here’s a breakdown of what an IP PIN is, how to get one, and insights on who should consider using it.
Why Your Financial Review Meetings Are as Important as the Dentist Appointments
Let's dive into why your financial review meetings are as Important as the dentist appointments.
A Family Friend’s Close Call with a Cyber Scam
Tech support scams and phishing attacks are becoming increasingly sophisticated, making it crucial to stay vigilant. A recent incident involving a family friend highlights how easily fraudsters can gain remote access to a victim’s computer, install malware, and steal sensitive information. Read more to learn what to do if someone you know is compromised and discover actions to take to help stay secure online.
Cyber Coverage
For years we’ve suggested cyber coverage to all our business clients. What started with businesses moved over to the personal insurance world via home, auto, or umbrella policies. Now almost every policy we write includes some sort of cyber coverage. Let's explore the ins-and-outs of cyber insurance for you personally.
Chart of the Month – March 2025
Selecting a top-performing fund or manager is easier said than done, no matter the asset class. Let's look at why.