Vishing: What is it & How to Protect Yourself
What is vishing? Also known as ‘voice phishing’, vishing is the fraudulent practice of making phone calls or leaving voice messages purporting to be from reputable institutions in order to convince individuals to reveal personal information. Vishing attacks are on the rise Scammers continue to find new ways to trick individuals into sharing personal […]
Top Ten Things We Overpay For
Ladies, I was recently going through my monthly budget to see where my money is going. As I started adding up the costs, including the sneaky ones that don’t seem like they would have a major effect on my budget, I found that I was overspending in several areas! As I’m trying to rein in […]
Post-Pandemic Financial Self-Care
Yes, I used the word “post-pandemic” even though the pandemic is not over yet. While about 30% of the United States population is fully vaccinated and mask mandates and social distancing seem to be disappearing, we are all still being cautious. What I wanted to talk about today is financial self-care now that there seems […]
Pandemic Weddings: A Financial Revolution
Written by: Elizabeth K.B. DiPietrantonio, J.D. The pandemic has changed absolutely everything. Including the way we hold meetings, the way we work, live, communicate, travel, educate children and even for many the way we get married. A lot of people have cast aside the lavish celebrations for simple intimate gatherings, others wait -deposits on hold, […]
Why I Advocate for Pet Insurance
Did you ever read that article about a couple who almost cancelled their wedding because the future husband secretly spent over $5,000 (from his own savings) on surgery for his dog, and the future bride was furious because that meant she was going to have to downsize her wedding? How, you ask, could all of […]
Trick or Treat? The New Payroll Tax Deferral
Check your most recent paystub dated after September 1st, 2020. Did your paycheck increase without you actively making any changes to it? If you make less than $104,000, then it might be because of President Trump’s new payroll tax deferral that is now in effect through the end of the year. Every payday, 7.65% of […]
Situational Awareness…Tips to protect yourself in the age of Covid-19
By: Elizabeth K.B. DiPietrantonio, J.D., Associate Advisor My parents used the phrase “situational awareness” a lot with me while I was growing up; okay, they still use it. In non-work situations, I am often easily distracted. I get excited about whatever is happening and become a bit, well, scattered. I tend to lose things i.e. […]
Protecting Your Retirement in Times of Crisis
By Peter Plevritis, Associate Advisor Is your retirement plan immune from the coronavirus? As coronavirus made waves in the news in late-February and early March that it was here in the United States, the stock market reacted. Since then, with glimmers of hope, we have seen a few bounces in the markets. This volatility […]
Budgeting during the Covid-19 Crisis
By: Peter L. Plevritis, Associate Advisor The coronavirus has led to a near shutdown of local businesses and the U.S. economy. During this time of financial uncertainty, it may be prudent to build a budget that works for you and your family. We understand this will not be easy in the midst of a pandemic, […]
Finding Someone “Halfway Decent” …A Guide to Navigating Internet Dating from your Financial Planner
By: Elizabeth K.B. DiPietrantonio, J.D. My client base is full of fabulous women! The majority are over 60. A lot of them are widowed and divorced. Most of them are wealthy. As a very young widow myself I can understand just how confusing it is to suddenly find yourself single in the year 2019. The […]
