Category Archives: Identity Theft

Tax Identity Theft – Be Aware!

Tax ID theft is a growing problem.  It occurs when someone uses your stolen Social Security number to file a fraudulent tax return claiming a refund.  The ID Thieves try to file early in the tax season using fake documents … Continue reading

Posted in Financial Records, Getting Organized, Identity Theft, Taxes, Uncategorized

Identity Theft Prevention: Should You Freeze Your Credit Reports?

Unless you live in a bubble, it is hard to totally prevent Identity theft.  After all, many entities other than you have your personal information –financial institutions, doctors, schools, etc.  The goal is to put measures in place that make … Continue reading

Posted in Credit, Financial Decision Making, Identity Theft, Uncategorized

Financial Checklist for 2012… and every year

There are many financial documents and steps that you should review or complete each year, and others that it is important to do at least every few years. Here are some important financial tasks to consider completing during the calendar … Continue reading

Posted in Estate Planning, Expenses, Financial Goals, Financial Plans, Financial Records, Identity Theft, Insurance, Investing, Retirement Planning, Saving for College | Leave a comment