Articles

Identity Theft – Description

Posted on Wednesday, October 5th, 2011

by Jennifer E. Acuff, CPA, CFP®, PFS, Windham Brannon Financial Group, LLC Most likely you or someone that you know has been a victim of identity theft. Unfortunately, you are not alone – an estimated 11 million people were victims just last year. Roughly 1 in 20 people will be a victim this year and… read the full article

Identity Theft – Prevention

Posted on Wednesday, October 5th, 2011

by Jennifer E. Acuff, CPA, CFP®, PFS, Windham Brannon Financial Group, LLC Beware of the word “prevent” – no product or person can completely prevent identity theft. There will be theft so long as criminals can profit from stealing. However, you can make it more difficult and lower your chances of becoming a victim by… read the full article

Identity Theft – Recovery Steps

Posted on Wednesday, October 5th, 2011

by Jennifer E. Acuff, CPA, CFP®, PFS, Windham Brannon Financial Group, LLC “I wasn’t prepared for this” says a client who was a recent victim of identity theft. He calculated that it was much more than the approximate 200-250 hours that he has already put in to try and remedy the horrific situation – “it… read the full article

Estate Documents That Everyone Should Have

Posted on Thursday, March 17th, 2011

by Amy F. Merrill, CFP®, Principal, Windham Brannon Financial Group, Inc. I read an article in Forbes last week that read that 50% of Americans do not have basic estate planning documents, according to a national telephone survey of 1,022 adults conducted in December 2009 by Harris Interactive. Interestingly, most couples might think if they… read the full article

Managing a Financial Windfall

Posted on Tuesday, March 15th, 2011

by Amy F. Merrill, CFP®, Principal, Windham Brannon Financial Group, Inc. How emotional it must be to have an event that yields a significant amount of money…I use the word emotional because the causal event could be the loss of a loved one, the loss of a marriage, the sale of a business, the start… read the full article