Blog

Financial Fraud

8 Types of Financial Fraud (and How to Avoid Them!)

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Here are eight types of financial fraud and some tips to make sure that you don’t become a victim and get taken in by them.

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Affinity Fraud

Have You Been a Victim of Affinity Fraud?

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In this post, we'll explain what an affinity fraud scheme is, how to recognize it and what you can do to avoid being taken in by it.

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Pyramid Scheme Companies

Watch Out for These MLM Scams & Pyramid Scheme Companies

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Here’s what you need to know about MLMs and pyramid schemes and how they work.

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Investment Fraud & Scams

8 Red Flags to Spot Investment Fraud & Scams

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With help from some experts, we’ve compiled this list of 8 red flags to help you evaluate investments & decide whether they’re opportunities or fraudulent.

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MIC Season 2 Finale

Season 2 Finale: Ponzi, Pyramids & MLMs… Oh My!

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Learn all about Ponzi schemes, pyramid schemes and multi-level marketing strategies in Making it Count’s season two finale!

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The Sum Up: Financial Advisor

The Sum Up: 11 Questions to Ask Financial Advisors

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US News recently published an article with questions to ask a financial advisor before you commit to hiring them. Here are the questions we recommend.

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Benefits of Hiring a Financial Advisor

What are the Benefits of Hiring a Financial Advisor?

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If you want to achieve financial security & meet your long-term goals, the benefits of hiring a financial advisor are clear – and laid out in this article.

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The Sum Up Non Traditional Families

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

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

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Revocable Trust

When is the Right Time to Establish a Revocable Trust?

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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.

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Living Will vs. Durable Power of Attorney

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

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

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The Sum Up Digital End of Life

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

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

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Florida Probate Rules

End of Life Planning 101: 8 Critical Florida Probate Rules

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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.

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