Resources

Links and tips to help you better prepare
and manage your finances

"Do not save what is left after spending, but spend what is left after saving."
Warren Buffett

Safety and Financial Exploitation

Contact FDIC: fdic.gov/deposit/deposits or call 1-877-ASK-FDIC

If you owe taxes: call the IRS at 1-800-829-1040

If you don’t owe taxes:
Report the incident to the
Treasury Inspector General for Tax Administration at:
1-800-366-4484 or www.tigta.gov

File a complaint via ftccomplaintassistant.gov
Visit onguardonline.gov for more information to report scams of software or tech support issues

Social Security Customer Service
ssa.gov
at 1-800-772-1213
TTY: 1-800-325-0778

Don’t get scammed this holiday season!

Take a look at this resource and avoid scams that put your personal information at risk.  

Office of the Inspector General (SSA)

Phishing: Authentic-looking emails, text messages, and Web pages to trick unsuspecting users into revealing their personal financial information

Email spoofing:
Email address disguised to look like that of someone
you may know

Contact the
Federal Trade Commission:
To find your state SMP contact, visit smpresource.org Report your concerns to your Senior Medicare Patrol (SMP)
For information on VA benefits, visit va.gov or call 1-800-827-1000.

Individuals who help you prepare and file a claim must be accredited. Visit VA’s Accreditation Search page at va.gov/ogc/apps/accreditation/index.asp

Remember that VA benefits cannot be garnished (taken) by a creditor

Seek advice from a trusted financial expert
Identity Theft
Call 1-877-IDTHEFT (438-4338)
Visit the FTC at identitytheft.gov

You may find answers at
FDIC’s website: fdic.gov/consumernews

Register for one of our upcoming free seminars

First initial one-hour consultation complimentary when you go to one of our events or "attend" a webinar

College Planning

As a Certified Financial Educator, Al guides parents of college-bound students through the maze of college selection and admittance, while minimizing their out-of-pocket costs.

Retirement Planning

Saving for retirement is not the same thing as having a retirement plan. Al helps people near and in retirement who have already saved up the money they need…but who haven’t really thought about what comes next!

Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser