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How Do Tax Scams Work? Con artists make unsolicited calls claiming to be IRS officials, demanding the victim pay a bogus tax bill. They convince the victim to send cash, usually through a wire transfer, prepaid debit card, or gift card. They may also leave “urgent” callback requests through phone “robo-calls” or send a phishing email. What Else …

Building and sticking to a robust financial wellness checklist is the best way to assess your situation. Are you looking to review where you are with your finances? Wary of your financial fitness and how you stack up? Use this list to check your financial health today. The start of a new year is the perfect time to reflect on your financial …

Victims in the U.S. reported $547 million in losses to romance scammers in 2021. The impact reaches and affects everyone in our communities; It is also estimated only 15% of romance scams are ever reported. What is a Romance Scam? Romance scams occur when a criminal adopts a fake online identity to gain a victim’s affection and trust. The scammer …

Good health and well-being aren’t things we only want for our physical bodies; we also want them for our bank accounts. There’s no better time to start building financial wellness than the present. Here are some actionable steps to begin your journey to greater gains. Financial wellness means being financially secure enough to meet all your needs …

Check out these actionable strategies to coordinate your estate and tax planning documents—and minimize your 2022 tax liability. Let’s dive into some actionable strategies to consider over the next several weeks to coordinate your documents and minimize your 2022 tax liability. File Your Taxes Online Instead of by Mail Shopping, dating, ordering …