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Horsesmouth Essential: We’re often asked if it makes sense for people to use the LifeLock service. Here’s the full explanation of why we say no.
Horsesmouth Essential: Hardly a week passes without news of credit card and identity theft. Here are some security measures you can take, including some you’ve not likely heard of before now.
Your 87-year-old widowed client calls and very excitedly asks you to transfer $10,000 to her checking account to pay an estate tax so she can receive an inheritance from a distant relative. Turns out she doesn't know the relative, but the nice man on the phone told her that she will inherit $95,000 as soon as she pays. What do you do?
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024