Tagged With "identity theft"
Blog Post
A One Hour End-of-Year Financial Checkup
Like a medical exam, a review of clients’ finances can identify strategies to improve their “financial fitness” and screen for potential problems, such as a high debt-to-income ratio. This article features 10 diagnostic tools to assess the strengths and weaknesses of a client’s financial situation that can be reviewed in a one-hour appointment.
Publication
Diversity, Equity, and Inclusion: 2nd Edition
Publication
Diversity, Equity, and Inclusion: 1st Edition
Blog Post
The Military Family as a Cultural Identity - Supporting Families in Transition
Soldier with children | IStock
Blog Post
Scam Prevention Information for Military Families
In 2022, the Federal Trade Commission (FTC) received over 93,000 reports of fraud by Military Consumers. Military families are frequent targets for scams. Explore the reasons for this, discover how you can help clients spot, avoid and report fraud.