Category: Security & Privacy

Protecting Your Property from Deed Fraud

As your trusted wealth planning team at Total Wealth Planning, we’re committed to safeguarding your financial future. That’s why we’re sharing insights on deed fraud—a ...
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Protect Yourself from Medicare Fraud: Avoid Phone Scams and Identity Theft

I recently talked with a client who received a fraudulent phone call asking for his Medicare number. This was a new scam to me, so ...
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Strengthen Your Digital Defense: The Power of Strong Passwords and 2FA

You need to get serious about creating very strong and unique passwords on all of your important financial and health accounts.
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Staying Ahead of Scammers: Common Threats to Watch For

As technology evolves, so do the tactics of scammers targeting individuals, particularly those with meaningful financial assets. As with anything in life, awareness is the ...
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Preserving Your Digital Legacy: How to Safeguard Content Stored on Your Apple Devices

In today’s digital age, our Apple devices hold an incredible amount of personal data—photos, videos, messages, notes, and more. As we rely more heavily on ...
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Strengthen Your Cyber Financial Fortress

With the rise of data breaches, protecting your financial and personal data is more critical than ever. The recent breach of the National Public Database ...
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Secure Your Wealth: A Wealth Management Firm’s Guide to Password Management

As we gear up to celebrate World Password Day on May 2nd, we’re taking a moment to reflect on the importance of safeguarding not just ...
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Credit Protection – Freezing and Thawing

What Does Freezing My Credit Do? When you freeze your credit, the credit reporting bureaus are not allowed to give information to someone or a ...
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Your security is important to us. And also to Schwab

In the ever-evolving environment of cybercrime, we enjoy our partnership with Schwab Institutional in being vigilant about protecting client’s data, privacy and of course, a ...
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Spring Cleaning in Advance of Our Upcoming Shred Day

Spring is here, which means it’s the perfect time to start or finish your Spring cleaning efforts. I don’t know about you, but I don’t ...
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