We had a great time celebrating the Christmas season with our clients in December. From cookie decorating, a wacky photo booth, trivia and a delicious meal - fun was had throughout the night. We appreciate our clients and were happy to share a fun evening with some of you! CHECK OUT THESE OTHER AREAS OF [...]
By Mary Jo Lyons, CFP® The sayings “get er done!” or “just do it!” are common for a reason. They resonate with most of us as we all tend to procrastinate when it comes to our task list. Procrastination is one of the biggest and most dangerous reasons for financial failure. With a new year [...]
1099s: Please be aware that most taxable account 1099s and consolidated tax forms for brokerage and managed accounts may not be mailed out by the end of January. These types of accounts, because of their complexity of reporting, take a couple of extra weeks to be mailed out. Typically they are available by the middle [...]
By Mary Jo Lyons, CFP® Give and it will be given to you. Luke 6:38 It’s that time of year when giving is on our hearts. Year end is typically when most people finalize their charitable giving. This year the Holy Spirit has moved me to explore giving and understand the many nuances associated with [...]
Time for Thanksgiving, Merry Christmas, & Happy New Year! It’s that time of the year again! Do these things sound familiar? Thanksgiving Thanksgiving brings us family, friends, fellowship, parades, turkey with cornbread dressing, football, pies and cookies of the season, visiting, serving, and giving time for others. Christmas Next comes lights and decorations on the [...]
Use complex passwords and update them frequently (at least 8 characters in length and include a combination of numbers, letters that are both upper and lower case, and several special characters like * # ! @ etc) Don’t use the same password for all logins Install Antivirus software with Firewall protection and run and update [...]
October was the second time this year and the fourth time over the past 3 years the markets have had what is considered a “correction” of 10% or more from peak to trough. Over the past 3 years corrections like this have occurred an average of every 9 months. The last “correction” was in February [...]
You wouldn’t leave your house unlocked while you’re on a two-week vacation – so don’t leave your personal information unlocked with easy-to-guess passwords! Protecting your personal information online on a daily basis will help reduce the risk of identity theft. While most know it’s important, the majority of Americans do not follow recommended cybersecurity practices [...]
We had a great time at our Cyber Security Workshop in October and received great feedback from attendees about how valuable the information was. Our guest speaker was from the FBI and helped share ways your personal information can be compromised or stolen and best practices to protect yourself. It was such a hit that [...]
As your financial advisors, we want to remind you that the “bad actors” who want to compromise your security online don’t take vacations. Instead, they have an eye out for when you do. Here’s how to keep them from compromising your online safety while you travel. Before You Go Sign Up for Fraud Alerts from [...]
