Bridget Handke, CFP®, CAP®
Jun 8, 2023 12:00:00 PM

As my mother is aging, I worry more about her becoming a victim of a scam. She wants to answer every phone call and listen to every pitch. But, so...

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Kimmie Moehring, CFP® CDFA®
Sep 14, 2021 7:45:00 AM

I've recently come across two examples of financial fraud that show just how sophisticated a scam can be, or if lacking sophistication, how fast a...

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RACHEL INFANTE, CFP® CSRIC® CDFA®
Oct 30, 2019 5:27:20 PM

We live in a digital age that has exponentially enhanced our abilities to use technology for virtually everything. I was recently listening to a...

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