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Protecting your personal identification and financial information is important toward the prevention of theft and scams. Periodically, we put information on common scams on the News section of our website, www.wealthoneadvisory.com and want to provide some reminders:
Please reach out with any questions or concerns
Monday, January 16 is a financial markets holiday in observance of the Martin Luther King Jr. Holiday, Our office will be closed. Please plan ahead for any money movement and distribution requests.
We are thrilled to share the news that Adam Neary, Principal of WealthOne has been named National Man of the Year by the Leukemia and Lymphoma Society on July 12, 2022, for being the top fundraiser, raising $1,095,692 during this 10-week fundraising campaign to fight blood cancer, a disease diagnosed every 180 seconds in the US for which there is no current means of prevention. Adam took part in this competition in honor of Todd Slingerland, Managing Member of WealthOne who battled an aggressive form of lymphoma in spring 2021 and is now in remission. “Todd is a survivor today because of the investment, research, and support for which LLS tirelessly champions, “said Neary. “Just because Todd’s cancer is dormant, doesn’t mean we can be – the fight continues, and it will continue until we find a cure.” Adam Neary led a team of 16 community professionals, Team CureOne, who held events and sought donations from their networks.
Please join us in congratulating Adam Neary on this significant achievement which will help with research, patient support, and education in the continued fight for a cure for blood cancers.
This is a very important reminder about protecting your personal data:
If you believe you have been a victim of fraud, there are some actions to consider:
*Change passwords immediately. Log out of every account such as social media, email, subscriptions, etc. and change the passwords on those accounts.
*Make sure that antimalware and antivirus is up to date. Run a full system scan to see if there is any issue. Remove the issue.
A general malware scan may help to ensure that nothing malicious was installed on your machine. One place to do this would be:
Check the Programs & Features list and sort by “install date”. Any recently installed programs that are not recognized can be removed, although you would want to cross-check the name of the program on Google to see if it is or is not legitimate.
*Enroll in credit monitoring services from a major provider that monitors the 3 major credit bureaus. Review your bank and credit card statements upon receipt as well as check activity online to verify that no fraudulent activity has occurred. Report any fraudulent transactions immediately.
*Contacting law enforcement on the non-emergency number to let them know about a scam that is circulating in your area.
Anyone can become a victim. Stay vigilant and informed. We care about you and want to help to provide education as an ounce of prevention.