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Identity Theft: What to Know and How to Protect Yourself

We live in an increasingly digital world. As the number of online services has exploded, so have the tribes of fraudsters who are engaging in identity theft. Cyber thieves who access one’s personally identifiable information (PII) such as birthdate, Social Security number, home address, driver’s license number, passport number, and credit card or bank account

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Beware of Tax Filing Scams

It’s tax time! Unfortunately, that means there are thousands of scammers looking to steal your information and your tax refund by posing as authentic tax preparers. Here’s all you need to know about these scams and how to keep safe. HOW THE SCAM PLAYS OUTIn a tax filing scam, a victim will hire an alleged

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The Beginner’s Guide to Filling Out a W-4

It’s no secret that the IRS excels at making things complicated. And when you’re busy learning the ropes of a new job, trying to fill out a 4-page W-4 form can be a huge hassle. It’s not a good idea to rush through it, though, because a small mistake now can mean withholding too much

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IRS Reveals List of Dirty Dozen Tax Scams for 2020

Each year, the IRS publishes the “Dirty Dozen,” a list of tax scams most prevalent during that year’s tax season. This year, with COVID-19 pushing off the federal tax deadline to July 15, the IRS held off publishing the list until early July, and of course, it’s loaded with COVID-19-related scams. Whether you’ve filed for

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Seven Steps to a Mid-Year Financial Check-Up

It feels like you just packed away the holiday decorations yesterday, but believe it or not, 2019 is already half over. As we sail into the season of barbecues and beaches, take a few minutes to give yourself a mid-year financial checkup. A small investment of time can spur important changes that can affect your

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