Financial Planning Tips

Be skeptical of unsolicited messages. When in doubt, double check with the sender in a separate email or phone call.

Never click on links, open attachments or download anything from a source you don’t trust.

Never reply to emails that ask for personal or financial information.

Don’t click on pop-ups claiming your computer has a virus, asking you to install software, or asking for information.

Ensure all antivirus and security software is up to date.

Create strong, unique passwords. Don’t share them, and never save them. Especially those pertaining to personal banking or credit cards.

Hang up on robocalls.

Make sure your information is coming from a credible source.

Don’t respond to texts, emails or phone calls about government relief checks. These are scams.

Scammers often try to elicit fear or urgency in victims. The bottom line: trust your instincts. If something feels off, it probably is. 

Rest assured we’re always here to help, 24/7/365.