How Safe Are You? A quick guide to refresh your daily routines to make sure you are protecting your identity. BE AWARE that your personal identity may be tampered with. Anytime you are asked for confidential information be alert. Prior to disclosing any of the information do your homework. We are all bombarded with emails. Some may look like they are from our financial institutions requesting an account update. YOUR BANK HAS YOUR INFORMATION, and will never send you an

Dan was a single guy living at home with his father and working in the family business. When he found out he was going to inherit a fortune when his sickly father died, he decided he needed a wife with which to share his fortune. One evening at an investment meeting he spotted the most beautiful woman he had ever seen. Her natural beauty took his breath away. ‘I may look like just an ordinary man,’ he said to her, ‘but

I had a boyfriend once who was much older and wiser than I. We were both very financially stable and the subject of money was something we discussed often. I remember we were discussing a business idea and playing around with how much money we can make from this venture, when he said: “It’s not about how much you make, you know….it’s all about how much you keep.” I wish I can say that after hearing those words of wisdom I

Seven Ways to Reach Your Financial Goals If you haven’t planned for the future by 40 you can no longer postpone. We can all concur that that days fly by faster and faster, and the time to plan is NOW. This is a very basic guideline, to your financial freedom. You have to have your will completed & notarized. Keep in mind in case of your death, to include who will be the custodian for your children. If you have credit card