You need to keep safe financially too!
Jim Lorenzen, CFP®, AIF®
• Ignore texts and emails about cash from the government. Don’t click on anything. Stimulus checks will be forthcoming, but, according to the FTC, anyone who tells you they can get you the money now is a scammer.
• Do NOT respond to emails that claim to be from Centers for Disease Control and Prevention (CDC) or experts that claim they have information about the virus. Government agencies do not email. For the most up-to-date information about coronavirus, visit the websites of the CDC (my personal choice) or the World Health Organization (WHO).
• Malware and phishing scams are on the uptick. Legitimate companies will never ask you to verify passwords or usernames via an email. Fraudsters will. Again: do not click on any links. Get the proper URLs independently.
• Do you see misspelled words or grammatical mistakes? That’s a sure sign that the official-looking email originated from a suspicious source.
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Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-only registered investment advisor with clients located in New York, Florida, and California. He is also licensed for insurance as an independent agent under California license 0C00742. IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.
The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.
