Author - Cheryl Sherrard

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As the World Turns
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After the Taxes are Completed
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Your phone is ringing. Should you answer it?

As the World Turns

As the World Turns from Eric Clark In the almost 3 months since I penned my commentary on the Russian invasion of Ukraine, world and market events have continued to swirl.  Some changed, others not.  Some familiar, others not so much.  What remains prevalent, in my opinion, is a level of anxiety tied to the uncertainty all around us.  Anxiety that for some, barely registers a concern as they plow through their daily lives and activities.  But for others, a level of anxiety that might lead to an inability to act.  A preference for the status quo, and the sense of control this static state of affairs might provide.  If I’ve learned anything over the years, it’s that if you remain anchored and reluctant to embrace your surroundings, you might find yourself left behind or irrelevant in ways you could regret.  That’s not to say we should follow the herd, but sometimes it can be helpful to be mindful of the situation and reflect on how to effectively navigate.  Being mindful and reflective seem appropriate when viewing the current state Read on! →

The post As the World Turns appeared first on Clearview Wealth Management.

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After the Taxes are Completed

When the tax returns are completed for the year, don’t just put them in the file drawer and forget about them.  Use the data provided to make some good decisions about 2020 withholding and saving patterns.
This is a good time for you to review a recent…

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Your phone is ringing. Should you answer it?

I would hazard a guess that for many of us, answering the phone has become an exercise in frustration.  If you are like me, regardless of the efforts I have taken to place my number on the DoNotCall registry and to use my caller id to prescreen before answering, I am still bombarded with scam calls each and every day.  What makes it worse is that the robo-callers and scammers are now using a technique called “spoofing” where they can disguise their identity on caller id and make it appear that a legitimate business is calling.  This spoofing technique has resulted in innocent individuals picking up the phone believing that the IRS or Social Security is calling and ultimately being strong-armed into releasing personal information to the callers.  A recent article by the Federal Communications Commission (FCC) discusses this issue and provides the following tips to avoid becoming the victim of a call scam: Don’t answer calls from numbers you don’t recognize. If the caller is not who you were expecting, hang up immediately. Never give out personal information such Read on! →

The post Your phone is ringing. Should you answer it? appeared first on Clearview Wealth Management.

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