20% of identity thefts are friendly fraud. Fraud done by people you know. College students are especially at risk because of the social nature of living in dorms. It’s not uncommon for students to let someone else borrow a laptop - and they rarely, if ever, create a second user… Continue Reading..
I recently read an article in the New York Times about the balance between work and family. Specifically, how some women choose to keep their maiden names because they have built a career using it -- and how many of those same women change to their married name in order… Continue Reading..
Of those, 1 out of every 5 have mistakes that adversely affect their credit scores. Considering how important credit is for people to build their business and their lives, credit reporting agencies have an obligation to fix these errors. But they don’t. So what are some of their most common… Continue Reading..
Imagine falling through the cracks. It’s a scary feeling to find yourself in, especially if you are in a foreign country. But that’s exactly what happened to my friend Jane -- not her real name. She was abroad during a recent vacation when the ramifications of identity theft reared their… Continue Reading..
The word “budget” is perhaps the only four-letter word that has six letters. That is why I don’t do budgets with my clients. We figure out spending plans instead. And each spending plan I help to draw up is as unique as the person it is tailored to. However, no… Continue Reading..
I was shocked recently to read that 70% of all Americans do not have a will. That’s really like saying 70% of all Americans are driving without insurance - and some of them are doing it with kids in the car. The bug causing this epidemic is the perception that… Continue Reading..
Last Friday started out like any other day. My daughter was nine months into her pregnancy, so I sent out my daily text to check on her. When 2:30 rolled around and I hadn't heard back, I got the feeling that I was in the middle of becoming a grandmother.… Continue Reading..
Just as I was dreaming of a neat desk, new computers and paperless technologies in my new office, I received some frustrating news: My move-in date was postponed a week! Starting Monday, June 24, I will be doing business in my new office at 1177 Summer Street in Stamford. The… Continue Reading..
As I begin my journey to paperless nirvana in earnest, I’ve been turning my attention away from the things to shred to the things that need to be saved and organized. Powers of attorney, birth certificates, marriage licenses, divorce decrees and death certificates are all original documents that must be… Continue Reading..
As a professional financial organizer and daily money manager, I know what happens when people take on too much change at once. Meltdowns happen. That is why I am taking baby steps on my journey to conquer the highly-organized-yet-devastatingly-large mountain of files in my office. Though it is sure to… Continue Reading..