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  • Disaster and Financial Planning Guide

    Disasters often strike quickly and without warning. Get prepared with this guide. Whether it is a weather emergency, natural disaster or personal crisis due to illness, unemployment or disability, most families will experience some form of disaster that leaves them with little or no time to think before making important decisions. 

  • How to Prevent the Effects of ID Theft

    According to this AICPA survey, nearly half of Americans say ID theft is likely to cause them financial loss in the next year. Here are some tips from the AICPA's National CPA Financial Literacy Commission to help Americans prevent and mitigate the effects of identity theft. 

  • How to Protect Your Records

    Coping with a disaster is difficult under any circumstance, but the trauma is multiplied when vital records are lost. If you haven’t done so already, take a few hours to organize your important documents and put them in a safe place. Even if you never experience a disaster, the peace of mind gained from organizing your records is well worth the few hours spent on this important task.  

  • Making a Disaster Plan

    In the face of disaster, all that matters is the safety of you and your loved ones. Having a plan in place will help to ensure you can focus on what's most important, while also minimizing the financial impact.  

  • Protecting Your Loved Ones