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Business Receives Spoofed/Hacked Email From Vendor And Risks To Lose $71,392

Business Receives Spoofed/Hacked Email From Vendor And Risks To Lose $71,392

Situation: A business had been doing business with a company based in China for several years and had wired payments to that business at the Agricultural Bank of China. The business…

Grow Your Business with LinkedIn

Online Banking Breach & Fraudulent Wire Attempt

Situation: An employee of a company received an automated email notification from their online banking account alerting them that an outgoing wire transfer request had been initiated. The employee had…

Check Fraud

Check Fraud

Situation: A company was contacted by their vendor regarding the non-payment of two invoices. The company showed the invoices as being paid via a check in the amount of $20,840…

Spoofed Email & Fraudulent Payment Request

Spoofed Email & Fraudulent Payment Request

Situation: An email was received by an employee of a company to wire funds in the amount of $16,400 for professional fees. The email request came from the manager of…

Required Minimum Distributions

Required Minimum Distributions

What are required minimum distributions (RMDs)? Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from…

Investment Planning Throughout Retirement

Investment Planning Throughout Retirement

Introduction Investment planning during retirement is not the same as investing for retirement and, in many ways, is more complicated. Your working years are your saving years. With luck, your…

Deciding When To Retire: When Timing Becomes Critical

Deciding When To Retire: When Timing Becomes Critical

Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated expenses, but also what…

10 Years Counting: Points To Consider As You Approach Retirement

10 Years Counting: Points To Consider As You Approach Retirement

If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you…

Fraud Panel Discussion

FBI Spotlights Rise Of Ransomware

The Federal Bureau of Investigation (FBI) has released an article addressing the proliferation of ransomware campaigns. Ransomware is a type of malicious software that infects a computer and restricts users’…

office

FBI Warns Of Dramatic Increase In Business Email Scams

FBI officials are warning potential victims of a dramatic rise in the business email compromise scam or B.E.C., a scheme that targets businesses and has resulted in massive financial losses…

footprints in the sand

Will You Outlive Your Money

Will you outlive your money? Before you retire, take the time to figure out just how much money you’ll need for retirement. One of the biggest concerns for retirees is…

company retirement plans

Wills

What is a will? A will may be the most vital piece of your estate plan, even if your estate is a modest one. It is a legal document that…

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