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Year-End Financial Planning Checklist
The holiday season is a busy time for everyone—especially cyber thieves. While shopping online for the best deals, it’s critical to be aware of common scams and risky online behavior that could ruin the holidays. Keep these tips in mind to better protect yourself:
Be careful when checking e-mail.
The volume of phishing e-mails increases during the holiday season. Don’t trust a deal that sounds too good to be true, because it probably is.
Choose credit over debit.
Better consumer protection against fraud is available when using credit rather than debit. If you ever fall victim to fraud, you’re much more likely to be recompensed for activity on your credit card than your debit card.
Check your browser’s address bar.
Ensure that the online retailers you visit use https in the address bar (e.g., https://www.amazon.com rather than http://www.amazon.com) so that any payment information you enter is better secured.
Monitor your financial accounts.
Contact your bank or credit card company immediately if you notice something suspicious. The sooner you say something, the better chance you have of remediating any potential loss.
We wanted to make you aware of an upcoming enhancement to your Investor360° login that will help provide additional security to your accounts. Please click on the following link for details: Investor360°® Login Update.
At Wealth Management Partners, we realize that wealth alone does not ensure happiness. Given the rare opportunity we have to touch so many lives, we are uniquely positioned to cultivate and nurture long-term relationships—value-added relationships that strive to improve the quality of life for all involved. "Earning the Privilege to Be Your Trusted Advisor" means so much more than being a financial planner. We look forward to delivering on this mission.
Have you mapped out financial goals? If not, try to see how it goes with MoneyGuidePro™:
This system is for clients who are interested in financial projection planning and would like secure on-line access to a projection report. If you are interested, please contact our office for login information.