by Robyn | Jan 26, 2016 | Credit Cards, General, Identity Theft
Have you watched the movie, Catch Me if You Can? The film tells the embellished story of a former con artist extraordinaire, Frank Abagnale. Abagnale is now one of the world’s most respected authorities on check fraud, embezzlement and secure documents. I...
by Robyn | Jan 12, 2016 | Budgeting, Financial Organization, General, Saving Money
2016! A new year with new possibilities. For many people, this is the time to resolve to spend less, save more, start budgeting, or live within their means. Reining in expenses is work, takes time, and can be tightly entwined with emotions. How can you make this...
by Robyn | Dec 22, 2015 | General
by Robyn | Nov 24, 2015 | Banking, General
Thanksgiving reminds us to be grateful for the people and things we value in our lives. I propose we include money in our expressions of gratitude, both the money we have and our ability to acquire it. Money is so important in our daily lives, many ordinary events...
by Robyn | Aug 11, 2015 | General, Helping Mom & Dad
I am helping a client settle her husband’s estate. Her late husband was an attorney, and my client thought he had set up his personal accounts to smoothly transition to her after his death. He almost did. After a flurry of phone calls, forms and medallion signature...
by Robyn | May 19, 2015 | General
Two government issued cards display Social Security numbers: Social Security, and Medicare insurance. To help prevent identity theft, the Social Security Administration recommends you take your Social Security card out of your wallet; keep it at home in a safe place....
