The Top 5 Easiest Ways to Protect Your Data, Your Money, and Your Family

Dear Friends,

At TFO Phoenix, we take your security very seriously and are continuously committed to helping you fight the ever-growing problem of cyber fraud and other dangers. Here are five simple ways you can protect your data, your money, and most importantly, your family from these threats.
1.   SAFEGUARD EMAIL ACCOUNTS
  • Be very cautious when viewing unsolicited emails
  • Do not click on links or pop-up ads in unsolicited emails
  • Know many scams involve hacking emails and impersonating the account owners to gain access to sensitive information and/or money
 
2.   BE STRATEGIC WITH USERNAMES AND PASSWORDS
  • Make passwords strong with at least 8-12 characters, include upper and lower case letters, numbers and symbols
  • Use dual factor authentication when available
  • Change your passwords often or use a password vault
  • Never use confidential data or information that is easily found about you online in your usernames or passwords

 

3.   SURF SAFELY
  • Use only trusted networks, apps, and computers
  • Secure websites start with https:, and not http:. Be careful, though, as this too can be hacked and used by criminals to spoof or fake a secure website.
  • Never click on links or attachments from unknown sources

 

4.   PROTECT YOUR MONEY 
  • Review all of your financial statements when available and immediately report anything suspicious
  • Never send your personal identifiable or account information via unsecure channels like email, chat, or text
  • Be aware of our firm guidelines for client verification and funds disbursement requests

 

5.   LIMIT WHAT YOU SHARE ONLINE
  • Be very selective about what you share on social media and with whom you share it
  • Set privacy and security settings on web services and devices to your comfort level for sharing
Additionally, fraud within retirement plan accounts has increased dramatically. Fraudsters are posing as employees to withdraw money from retirement plan accounts. In addition to the above, below are a few tips to safeguard your retirement plan accounts:
  • Be sure you have created a username and password for your online retirement account so fraudsters can’t use stolen information to create an account in your name
  • Log into your account to review balances and any transactions and monitor periodically
  • Log out completely from any plan-related websites or intranet pages

Advisory services are provided by TFO Phoenix, Inc., an SEC registered investment advisor. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

SEVEN
Insights on Sustaining
Your Wealth
FOUR
Types of Wealth
WEALTH
...What’s It For?
QUESTIONS
... To Consider.
What's Your Wealth For?
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