This July we want to again re-share some helpful tips for Summer Activities & Travel: Get out there with Family and Friends, From Barbeques to Golf, travelling to a favorite destination, Beach or Lake, hiking, camping or boating, whatever you enjoy doing, do it.
Whether Travelling and/or being out and about during summer months there is a theme that we keep seeing: The non-stop scams for ID theft. A good example is I got a call on my phone the other day telling me that my Social Security number was compromised and was “suspended”. That was a new one to me and very well done as a scam, but I knew that was not possible. Keep diligent and protect that information as there is no shortage of new ideas to get that information. Because of that we recommend periodically checking your accounts and looking for things like address, contact changes or any other material changes such as ownership and beneficiaries as a just in case measure to prevent theft. That is why for your protection we have a process that requires You to sign off and document changes for any accounts.
As always if you have any questions feel free to reach out to us at any time as we are always happy to help.
Thank you!
Duane, Donna, Steve, Jessica
