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Coronavirus Disease 2019

Defending Against COVID-19 Cyber Scams

The Cybersecurity and Infrastructure Security Agency (CISA) warns individuals to remain vigilant for scams related to Coronavirus Disease 2019 (COVID-19). Cyber actors may send emails…

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Time to Refinance Your Mortgage?

Interest rates are still at historic lows, so don’t delay. If you’re thinking about refinancing, now is a great time to explore your options. Your…

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Rutter’s Payment Card Incident

We were recently made aware of a data breach with our local Rutter’s stores. We are diligently working to identify cardholders who may have been…

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Old man and woman driving in an oldtimer on a long clear road with red mountains in background. The license number says "Retired".

Do You Have A Plan? – Event Cancelled

Social Security & Medicare Seminars Have Been Cancelled Due to the spread of the Coronavirus (COVID-19) and following thoughtful consideration, we have made the decision…

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Tips for Credit Card Security and Privacy

With increased access to various forms of technology, credit card fraud has been a strong topic of discussion in the last few years. Anyone who…

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How to Get the Most Out of Your Tax Refund

January 27th marked the official start of tax season this year, and for those of you who are expecting a tax return from the IRS,…

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Tax Benefits for College Students

Did you know you can take advantage of special tax breaks just for college students and their parents? These benefits come in the form of tax credits…

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3 Reasons Your Tax Refund Might Not Be As Big As You’re Expecting

Everyone tells you not to plan on having a tax refund. If you’re living paycheck-to-paycheck, though, you know where every dollar is going. You might…

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Beware of Tax Scammers

With tax season abuzz, tax scammers have been hard at work. In fact, the Federal Trade Commission (FTC) has gotten thousands of complaints about one…

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Raising Privacy-Savvy Kids

In today’s world, digitally connected families must think about safety and security both online and offline. Every child is taught basic safety and security, like not…

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