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.

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

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