As fraudsters continue to become more and more clever, and the technology available to them becomes more and more powerful, I am convinced that anti-fraud and information security measures should be considered a core area of financial planning — right up there with budgeting, insurance planning, etc.
A few readers have written in recently to mention Fidelity’s Money Transfer Lockdown option. I think anybody with a Fidelity account should at least consider it. And I think it’s a non-trivial distinguishing feature in the Fidelity/Schwab/Vanguard competition. I’d love to see a similar offering from Vanguard, Schwab, and other brokerage firms.
Other Recommended Reading
- Protecting Your Parents from Scammers from Meg Bartelt
- Scammers Stole Their Savings, and Then the Tax Bill Arrived from Tara Siegel Bernard (NYT)
- Asking the Editor Jonathan Clements, interviewed by Adam Grossman (who will be taking over day-to-day operations of the Humble Dollar)
- Why International Stocks Are Suddenly Outperforming from Allan Roth
- The Top 10 Stocks in the S&P 500 from Ben Carlson
- Treasury Chooses Not to Enforce BOI Reporting Requirements from Anna Sulkin Stern
- The Stock Market Doesn’t Care What You Say from Ben Carlson
Thanks for reading!
What is the Best Age to Claim Social Security?
Read the answers to this question and several other Social Security questions in my latest book:
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Social Security Made Simple: Social Security Retirement Benefits and Related Planning Topics Explained in 100 Pages or Less
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