Financial planning and wealth management is more than investments and managing funds, it’s also being aware and ready for a financial crisis. While many risks are accidental or internal, others are targeted maliciously against you. Part of financial preparedness is education and planning for fraud prevention because even now, in this time of crisis, criminals aren’t pausing the various types of fraud and theft that impact millions of Americans each year. Today we’d like to share with you a story from one of our own who was recently a victim of fraud, as well as planning and resources for dealing with fraud so you can protect yourself.
