Helping you Manage the Financial Details of Your Life

802-343-0389

Email: robyn@moneycarevt.com

Tag Archives: Identity theft

How to Protect Yourself Following the Equifax Data Breach

It is estimated about 143 million Americans had their personal information stolen during a data breech at Equifax earlier this year. This is just about half of the population of the United States. Essentially, any individual with a credit report is potentially impacted. Equifax is one of the three major credit reporting agencies.  These agencies […]

Too Good to Be True: The Bill Paying Scam

Just as I completed my last blog about protecting yourself against scams, I came across this warning from the Federal Trade Commission (FTC):  The FTC warns con artists are targeting church communities with a bill paying scam. Since assisting clients with bill paying is one of my services, I was greatly concerned. The FTC says […]

Cost Savings or Convenience? Which do you choose?

Note: This is a guest blog by my colleague, Christine Moriarty, CFP, of MoneyPeace, Inc. When it comes to cost versus convenience, many of us opt for convenience. In this fast paced world, saving time seems to have universal appeal throughout the classes and the country. We swipe to pay. We Snap Chat to get […]

Simplify Your Loved One’s Bank Accounts

When Caroline began helping her mother with bill-paying, she was quickly overwhelmed. “I couldn’t believe the mess. Mom had four bank accounts and several credit cards,” she said. “There was no system to her bill paying.” In her late 80’s and suffering from macular degeneration, Caroline’s mother randomly paid bills from the first checkbook she […]

Six Steps to Prevent a Deceased Person’s Identity from Being Stolen

The envelope arrived in the mail unsealed. When Maggie took it from her mailbox, out tumbled her late husband’s death certificate, a document containing significant Personal Identifiable Information. Maggie had mailed the death certificate to her husband’s life insurance company to make her claim. When the insurance company returned the document, it didn’t seal the envelope. “What if the […]