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August 2024 Blog Archive

Scammers have a new tool: Artificial Intelligence (AI)
Scammers have a new tool: Artificial Intelligence (AI) Fri, Aug 16, 2024 Gone are the days of recognizing a scam by its misspellings and bad grammar. Hello AI-generated emails, websites, texts; even phone calls that accurately mimic legitimate people and companies! This blog post delves into the rise of AI-driven threats... Read More
By Melody Koenig, CISM

The Truth About “Retirement Planning”
The Truth About “Retirement Planning” Thu, Aug 08, 2024 The 2020 Mind Over Money survey (1) finds that 77% of Americans feel anxious about their financial situation, with 68% concerned mostly about having sufficient income during retirement. They should be. Read More
By Michael T. Koenig, CFP®, J.M.