by Nanette Duffey | Mar 31, 2026 | Fraud Protection, Identity Theft, Insights, Taxes
In an era of rising tax-related identity theft, high-net-worth individuals face heightened risks from sophisticated scammers filing fraudulent returns using stolen Social Security numbers to claim refunds, potentially derailing legitimate filings and triggering IRS...
by Nanette Duffey | Oct 21, 2025 | Fraud Protection, Insights, Insurance, Technology
In the high-stakes world of digital living, where smart homes guard multimillion-dollar estates and executives jet between the boardroom and tee box, cybersecurity isn’t just tech talk, it’s a financial imperative. For clients insured by premium providers like PURE...
by Nanette Duffey | Oct 7, 2025 | Fraud Protection, Insights, Technology
In today’s rapidly changing digital landscape, cybersecurity is a family affair to safeguard their collective online presence and reputation. From banking apps to smart home devices, weak passwords and lax security practices can expose everyone under one roof to...
by Nanette Duffey | Aug 26, 2025 | Fraud Protection, Insights, Technology
Modern vehicles have evolved into sophisticated data-collection machines, far beyond their role as mere transportation. Car manufacturers integrate advanced systems to enhance user experience, offering features like remote diagnostics, navigation, and emergency...
by Nanette Duffey | Jul 22, 2025 | Caretaking, Credit Reports and Scores, Fraud Protection, Identity Theft, Insights
As seniors embrace the support of caregivers, their financial security can become vulnerable. A trusted caregiver, such as a worker at an independent living facility, a health companion, or even a family member hired to provide supportive care, may have access to...
by Nanette Duffey | Oct 23, 2024 | Caretaking, Financial Literacy, Fraud Protection, Insights, Retirement
When it comes to cybersecurity, people of all ages need to be educated on securing their online lives by learning best practices as well as how to deal with scammers. If we’re not careful about protecting ourselves digitally, our mental health will suffer through...
