Welcome. We at Compass Planning continue to appreciate your support. Thank you.
We are seeing an ever increasing trend of clever phishing, scamming, and fraud communications -- whether phone, email, text, or mail. Having dealt with many instances over the years, I now believe that the best way to protect against it is to stay current with technology. Those whose work or live in community settings are better able to do this through provided training and as well as IT support. Others have the greater challenge to find ways to stay up-to-date. This month, we’re discussing what could happen and how best to identify and prevent potential schemes.
If you missed our series on retirement, you can still access the issues. For Retirement, Part 1 - Retirement Savings, click here. For Retirement, Part 2 - Social Security, click here. For Retirement, Part 3 - The Retirement Paycheck, click here.
If you would like assistance with phishing, scams, or fraud, we are here to help you stay On Course!