Holiday Scams to Avoid

December 22, 2014

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This time of year is very common for scams and identity theft to occur. A recent article by USA Today, discusses 6 holiday scams to be aware of that are associated with the following:

Computer hacks and card processors of major retailers
Online shopping (be sure you are on the site of a reputable retailer)
Package delivery scams
Electronic holiday greeting cards
Holiday smartphone apps
Charity scams

Allison Berger

As an experienced Financial Advisor and partner, Allison builds custom financial solutions to enhance today and enrich tomorrow for our Wealth Management clients. Allison has a particular interest in working with clients in or on the cusp of retirement who want to delegate their portfolio management so they can enjoy life.