June 2024 Newsletter

Scams to Look Out For

The following list of scams was provided by Cameron Huddleston (cameronhuddleston.com). You may recall Cameron from the webinar she recorded with us on family financial conversations.

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Staff Spotlight

Take a few minutes to learn more about Jason Guenther in this months Team Spotlight.

 

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Retirement Planning for Gen X (Age 44 to 59 in 2024)

Generation X is currently in their peak earning years, and in many instances, balancing the care of their children and parents. Many are using two primary resources as part of their care – time and money.

 

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Protect Your Child from Identity Theft

Though it may not be common, be aware that criminals can steal a child’s social security number and use it for things like opening a line of credit, which can then lead to things like applying for government benefits in the child’s name, buying high-cost items, etc.

 

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Disclosure

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