If you have any fraudulent charges on your card, call the USPS to see if a change of address has been submitted in your name. Always monitor your credit card activity and set up email or text alerts for any charges on your card so you can catch any fraudulent ones early.
First, there is now wording you can put in your will, trust, or durable power of attorney for finance documents, that gives your agent or executor legal access to your digital files or the ability to call the online company to request it.
Secondly, you can set up a password application on your phone or computer such as Zoho Vault or LastPass, that stores all of your digital data and passwords so that you can both access this info.
At Mission Wealth we help you clarify and prioritize your short and long term goals and aspirations. We provide you with insight, including the probability of success of reaching your goals and we provide solutions for enhancing that success rate over time. This process is instrumental in maximizing your financial wealth and security. Our clients work with a dedicated Client Advisor, someone who knows you well and who you can trust. Our advisors are all highly trained and educated, and are focused on delivering world class service to our clients. Each client has a dedicated team to support them in their goal achievement. Furthermore, each advisor may utilize the expertise of other firm staff for specific projects, such as estate planning or investments.
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Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
