Tag: CyberSecurity
How Can I Safeguard My Sensitive Information Online? With Joe Patterson, CFP®

How Can I Safeguard My Sensitive Information Online? With Joe Patterson, CFP®

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Are you worried about the safety of your sensitive information online? By cultivating good security habits, it is possible to significantly reduce the risk of fraud so you can sleep better at night.

In this episode, Joe Patterson, CFP®, of Foster & Motley empowers you with the knowledge and awareness to protect your financial well-being in an increasingly digital world. You will learn preventative measures and best practices to minimize the risk of cyber fraud. Joe’s recommendations take little time to put into practice, while getting scammed can be costly, time-consuming, and mentally draining.

Joe shares more about:

  • The importance of freezing your credit to prevent unauthorized access
  • The ease of using password managers for unique and complex passwords across various sites
  • Best practices while making online purchases
  • How to recognize scam emails, suspicious links, and fraudulent phone calls 
  • And more

 

Resources:

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A Chat About Cybersecurity in the Financial World with Emily Diaz, MAcc, CPA, CFP®

A Chat About Cybersecurity in the Financial World with Emily Diaz, MAcc, CPA, CFP®

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Protecting yourself in today’s world is more important than ever. Being proactive in developing security habits can give you a sense of comfort when it comes to your financial data.

In this episode,  Emily Diaz, MAcc, CPA, CFP®, provides some reminders about ways to protect your information and shares new resources that are available to help increase the security of your financial information.  

Emily shares more about:

  • Three important practices for protecting and securing your financial data
  • Tips for protecting your sensitive data when using the internet
  • Tricks for protecting your hard copy financial data
  • And more

Resources:

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