January 10, 2017
Many of us are so focused on our online security, we forget that our information is just as vulnerable offline. To help you reduce the risk of an offline data breach, consider these tips from the Federal Trade Commission:
While much attention has been paid to the risks of sharing information online—and rightly so, it’s just as important to be on the offensive offline when it comes to keeping your personal information secure. Keep these tips in mind in your everyday activities for extra peace of mind.
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
As we close in on another year, we want to take the time to thank each and every one of our clients for your loyalty to not only our firm, but to our team of unique individuals. We like to believe that we are all more than just advisors and clients, but friends...some might even say family. So, from our crew to yours, we wish you and your entire staff and family a very healthy, safe and prosperous holiday season.