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Integrated Process Case Study #2

Integrated Process Case Study #2

In our last blog, we talked about how Crystal Financial uses an integrated process that involves looking at our clients’ situations holistically instead of just focusing on what we can do for them. This often involves asking a lot of questions, finding out information...

Protecting Your Private Information

Protecting Your Private Information

I've enjoyed writing my latest blog series on protecting ourselves and those we love both online and off. I'm wrapping up the series with this article on protecting your private information as cases of theft, compromise, and stolen identities continue to be a major...

Keeping Ourselves Safe from Threatening Emails

Keeping Ourselves Safe from Threatening Emails

In our last blog in the series about protecting ourselves and our loved ones, we talked about protecting ourselves from manipulative phone calls. In this installment, we’ll talk about a similar threat: emails. While emails themselves are not dangerous, they become so...

Protecting Ourselves from Manipulative Phone Calls

Protecting Ourselves from Manipulative Phone Calls

I’m a big advocate of being proactive and protecting ourselves and those we care about in all areas of life. In our last blog, we talked about ways to protect our children from predators both on and offline. In this blog, I’ll discuss something that I hear a lot of...

Staying Safe On and Offline: Part 1

Staying Safe On and Offline: Part 1

It seems like almost every day there is another breach of personal information.  The latest is Capital One, an incident in which a hacker gained access to 100 million credit card applications and accounts.  This leads to many people asking themselves: How...

Teaching Teens About Money

Teaching Teens About Money

Continuing our blog series on teaching kids about money and saving, this time we will turn our focus to teaching teens about money.  Teenagers are good candidates to teach about checking accounts, credit, creating their own budget, and understanding the financial...

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