Entries by MY_8190-g

Life After Career

While the role of the financial adviser is to focus on the money, sometimes the planning phase can raise other issues a client has not previously considered. In the pre-retirement financial planning phase, it is beneficial to take a holistic approach, so that along with diligently saving money, you also make time to consider what […]

Phishing, Cyber Security

When I first heard of Phishing I thought it was referring to the relaxing hobby or sport of catching a fish with a hook or worm.  I was close if you consider that with Phishing, you are the fish and email is the hook or worm.