Archive for the Information Category

Tips For Minimizing the Effects of the Equifax Data Breach

Tips For Minimizing the Effects of the Equifax Data Breach

The data breach of Equifax, one of the big three major credit reporting agencies, has exposed the sensitive, personal information of 143 million Americans, according to news reports. The breach lasted from mid-May through July, according to Equifax. Hackers gained access to people’s names, social security numbers, […]

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Estate Tax Repeal Hits Resistance

Estate Tax Repeal Hits Resistance

Will they? Or won’t they? Repealing the federal estate tax has been a question on advisors’ minds for nearly a decade. It’s back on the table again as the Senate mulls over a possible repeal amid all the deal making on Capitol Hill. In 2015, the House […]

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Differences Between Long-Term Care and Disability Insurance

Differences Between Long-Term Care and Disability Insurance

Insurance options can be quite confusing to understand by many. This is especially true when understanding the differences between long-term care insurance and disability insurance. Both types of insurance help pay expenses when a policy holder becomes too ill to work or care for themselves. Both are […]

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Why You Need to Protect Your Digital Assets

Why You Need to Protect Your Digital Assets

Digital assets are company material, usually in electronic format, that are related to your product’s branding. Some of these may include personal websites and blogs, online accounts, social media pages, images, logos, maps, documents and investment accounts with online statements. Digital Asset Management entails organizing, sharing, and storing companies’ […]

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Valuation Discounts Appear to Be Sticking Around

Valuation Discounts Appear to Be Sticking Around

Recent developments on Capitol Hill appear to show that valuation discounts for family-owned businesses are not going away anytime soon. In April, President Donald Trump issued an executive order requiring the U.S. Treasury to identify within 60 days any regulations that impose an undue financial burden on […]

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