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 …Read More
What is the most important number you possess which is with you from birth to death? Your Social Security number! Newborns receive their unique number within a few weeks of their birth, where it is used throughout their lives to be claimed as a dependent on their parent’s tax return, apply for that first job, to identify them for credit purposes and eventually to allow them to file for benefits based on their lifetime earnings. Because of the importance of this number throughout your life, it is equally important to protect and review the information tied to it throughout your …Read More
At Clearview Wealth Management, we take the safety and security of your personal information very seriously. It is essential in today’s global, wired world to protect yourself and your private information. As we witness almost every day in the news, scams and hackers continue to threaten the security of our personal information. Below are some areas to consider when enacting better protection over your personal information.
- Don’t use combinations of your personal information (names, date of birth, address, zip codes) as these are available to the public online.
- Use phrases like “I attended 1st grade at Edinboro
At this time of year, everyone becomes a master at document gathering. There is a shoe box or a filing system or a folder on your laptop to hold all the tax-related documents which are needed to complete your income tax returns. It requires a diligent attitude to ensure nothing has been neglected or omitted which is important to the outcome of the bottom line. Once the taxes have been submitted for the year, there is always a sigh of relief in getting to completion.
Before you pack everything up and put it away for another year, take a step …Read More
When was the last time you met with your Property & Casualty Insurance agent? Here’s why you should get to know them.
For many of us, our insurance agent is a name on an insurance card, the person we would call if we were ever involved in an accident or if we had a claim to file. The reason we need to get to know our agent is so that they can get to know us and therefore ensure that we are insured appropriately.
I recently spent about an hour in my insurance agent’s office to complete a thorough review …Read More