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Successful legacy planning

Successful legacy planning

Leadership, trust, and the 3 Ps of communication help with transitioning family wealth Families of wealth can successfully maximize their financial capital across multiple generations, along with the critical human and intellectual capital that will define the family,...
Person-to-person payment scams

Person-to-person payment scams

What to watch for with P2P apps As people migrate further into a cashless society, mobile banking and person-to-person (P2P) apps such as Venmo, Cash App, Zelle, and PayPal are becoming transaction mainstays. But you can expect that wherever cash is exchanged,...
Mystery Shopping: How to Spot a Scam

Mystery Shopping: How to Spot a Scam

Getting paid to shop as a side gig — how cool is that? It can be very cool if the gig is legitimate, but if it turns out to be a fraud it’s not cool at all. While there are many legitimate mystery shopper opportunities to be found, it’s essential to know how to spot...