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Cyber Security Series: To Help Protect You from Cyber Fraud

With cyber-attacks on the rise, the need to secure our data is highlighted daily.  Our increasing reliance on technology has come with some unsettling threats and unfortunate concerns.  As your trusted financial partner, protecting your sensitive data is always a top...

3 Key Financial Planning Topics for New Firm Partners

By Patrick Amey Congratulations, you have been named a partner at your law firm.  If you have joined a big law firm, this may have been your goal from Day One, the reason you sacrificed nights and weekends to bill 2,000-plus hours each year, the reason that you have...

Got Financial Fears? 3 Ways to Calm Them

By Patrick Amey According to a recent study by Northwestern Mutual, 85 percent of American adults suffer from financial anxiety.   Unexpected expenses cause the most concern, everyday costs are a close second, followed by the fear of not being able to retire.  While...

Equifax Data Breach Update

KHC Wealth Management has put together a list of things you need to know and actions you can take to protect yourself: How do I know if I am affected by this breach? You can find out whether your information was breached at this site that Equifax created:...