05/18/2026
From online phishing to retirement fraud, learn how to protect yourself against the most common types of financial scams.
This is a problem that I have seen get increasingly worse over the past 12 months. As a result, we are urging clients to keep most of their cash holdings in a savings account and only your monthly expenses in a checking account. Also, if it doesn't feel right, please stop what you are doing and call my office. If this is something legitimate, the person you are talking to will completely understand.
Learn about common types of financial fraud and how to protect yourself and your assets against these kinds of fraud attempts by identifying their signs.