Money & Life Blogs

Money and Life
  • Paul Pocalyko photo

    Identity Theft Prevention: Use a Checklist

    Do you know someone who has been a victim of identity theft or a loss related to the improper use of their personally identifiable information? Most people understand they must protect their Social Security and bank account numbers. What is becoming problematic is that personal information which may not be protected, and is publicly available, is now being targeted.
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  • William Velekei, CPA, CFP

    529 Plans: Understanding the Changes to Education Savings

    Education is expensive, but there are tools available to help you lessen the burden. College savings 529 plans have been regarded as a primary savings vehicle over the past decade, and with good reason.
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