There continues to be an increase in fraudulent and criminal activities that trap unsuspecting individuals into loss. Now more than ever, you may be targeted financially through a variety of schemes. This checklist helps guide you through common threats and scams, and works to help you remain informed to actively protect your identity and assets.
This checklist covers:
- Ways to minimize cyber threats
- Tips to identify common scams
- Steps to take if you suspect unlawful activity
No article or list can cover every scam that’s happening in the world. We encourage you to stay vigilant and consider resources and potential protection from these scams. An abundance of information can be found at https://www.aarp.org/money/scams-fraud/.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this content, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for you or your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from Searcy Financial Services, Inc.
The content of this letter does not constitute a tax or legal opinion. Always consult with a competent professional service provider for advice on tax or legal matters specific to your situation. To the extent that a reader has any questions regarding the applicability of any specific issue discussed in this content, he/she is encouraged to consult with the professional advisor of his/her choosing.
Published for the blog on July 10, 2023 by Searcy Financial Services, your Overland Park, Kansas Fee-Only Financial Planner and Investment Manager.