Latest Articles

Keep up with the dirty work: Protect your business from fraud

Wintrust
An old rusted cash register with typewriter type keys.

Nothing gets past you. You’re familiar with fraud schemes, and you’ve taken the necessary precautions to protect yourself. But, scammers get more and more clever. It’s important to stay on top of the most recent scams so you’re aware of how your company could be targeted. Understanding these threats can save you, your employees and

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Leaving your digital legacy

Senior Adviser, CFP®, Ken Moraif, and Money Matters •
Kiplinger
Cyber security concept: closed padlock

My mom, who passed away a few years ago, was a very careful and meticulous person who kept a notebook with all of her online account passwords. Mom was also a Morse code operator in the Royal Air Force during WWII, so all of her passwords were in code. I was lucky: She told me

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How to just say no to binge spending

CFP®, Blue Ocean Global Wealth, Marguerita M. Cheng, and CEO •
Kiplinger
men suits in a store in Madrid

A client recently confided in me, expressing concern over her mother’s string of bad luck. Her mom was distraught over learning that her two-day hospital day was denied by her insurance. In addition, she had a bug problem and her landlord forced her to pay half of the cost for an exterminator. While she knew

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