Debit Card Hacks

Kathy Longo's thoughts on questions around net worth have been featured on U.S. News & World Report. This article was so popular it was also picked up by WTOP in Washington D.C. 
 

While it may not seem so, there are a lot of painless ways to save money. Not just for those who have a limited cash flow, but also for those with plenty of surplus cash who will appreciate ways to cut back on monetary waste.

Here are just a few things you can do to save:

During the holiday season, it can be easy to get carried away with online shopping. Find out Kathy's 5 tips for keeping your online spending in check this season on Investopedia
 

How can you plan to protect yourself against this increasingly common crime?

Debit card data theft has surged lately. According to FICO’s Card Alert Service, the number of businesses or ATM locations where debit cards were hacked rose 26% from 2015 to 2016. Additionally, the number of compromised cards has steadily risen during this decade.1

Bronwyn Shone, CFP®, Senior Wealth Advisor at BlueSky is located  in our Pleasanton, CA office. She has over 14 years experience with comprehensive financial planning and investment management.

You may have heard your advisor speak about taxable, tax-deferred, and tax-free assets. These categories are the building blocks of an account structure that can help you manage your tax liability for both the short and long term. Let’s review the main features of the three containers.

Collaboration Marks the First Time Workflows From a CRM System Are Fully Integrated With a Financial Planning Tool and a Custodial Platform

In Charles Garfield’’s studies of ““Peak Performers,”” he made an interesting discovery. He analyzed men and women who had achieved only average results at work for many years, but who suddenly exploded into great success and accomplishment.