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The Sum Up Credit Card Fraud COVID
Credit Cards The Sum Up

The Sum Up: Credit card fraud will increase due to Covid pandemic, experts warn

Taking some simple precautions will minimize the chances that your card information will be stolen or used to make fraudulent purchases.

Report Identity Theft
Fraud Prevention

Step-by-Step Guide to Report Financial Identity Theft and Fraud

We’ve put together this step-by-step guide to help you take the best steps to report what’s happened and reclaim your credit and your life.

Protect Your Personal Information
Security Fraud Prevention

9 Safeguards to Protect Your Personal Information Online

We’ve compiled this list of nine safeguards that you can use to shield your personal information and protect yourself from fraud and identity theft.

On the + Side

On The + Side: Super Bowl Snacks, Groundhog Day and Dinosaurs

February is here, which means it’s time to gear up for the big game and Valentine’s Day all in one month. Thankfully, we’ve got you covered.

Wedding Budget
Money Management Making it Count Budgeting

Money + Love Part II: Wedding Planning within Budget

Tune into part two of our Money + Love mini series, where we explore how couples can save money while planning the wedding of their dreams.

The Sum Up Non Traditional Families
Money Management The Sum Up Investing Retirement

The Sum Up: Planning for a Non-Traditional Family (Which Is Probably Yours)

A recent article in Kiplinger talked about what steps people with non-traditional families should take while estate planning and preparing wills.

Revocable Trust
Money Management Family Finances

When is the Right Time to Establish a Revocable Trust?

We’ll give you the information to understand what revocable trusts are, how they work and whether you should establish one as part of your estate.

Living Will vs. Durable Power of Attorney
Retirement

Living Will vs. Durable Power of Attorney: 8 Differences to Know

Here are eight differences between a living will and a durable power of attorney.

The Sum Up Digital End of Life
Money Management The Sum Up Retirement

The Sum Up: A digital approach to end-of-life planning

A recent article on Scope, the Stanford Medicine blog, addressed this issue and offered a potential solution. Here’s what you need to know.

On the + Side

On The + Side: Cartoons, Top Nine and Clean Desks

2020 was a bumpy ride, and we’re ready to close that chapter and move on to 2021. We are so grateful to our community for getting us through a rocky year!

Florida Probate Rules
Money Management Retirement

End of Life Planning 101: 8 Critical Florida Probate Rules

To help you out, here are eight critical Florida probate rules you should know as you work on your will and end of life planning.

Money + Love Part I
Money Management Making it Count Family Finances

Money + Love Part I: Are We Financially Compatible?

Welcome to Part I of our Money + Love mini series where hosts Cristina and Will discuss financial compatibility in relationships with three special guests.