Garrett G. Scully, CFP RRC - IG Wealth Management

Talking about money with family isn’t always easy — but it’s one of the most important conversations you can have.
Whether it’s planning for retirement, sharing your wishes, or making sure everyone is on the same page, open discussions about wealth can help avoid stress later and bring peace of mind today.
Check out this article: How to Talk with Your Family about Wealth and Retirement Plans

What’s your approach — do you have these conversations regularly, or do you find them difficult to start? https://advisorstream.com/read/forbes/money/how-to-talk-with-your-family-about-wealth-and-retirement-plans/?c=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJub2RlX2lkIjo0MTkwNjcsInByZXZpZXciOmZhbHNlLCJjb21tX2lkIjoxMzA4NjYyMywiZGVzdF9pZCI6MTU0MzA3OTUsInJlYWRlcl9pZCI6bnVsbCwicGVyc29uYV9wcmV2aWV3IjpmYWxzZX0.l6T2AiAMZkE7Hm2uPI4cIXT616umENA4dmm2X9LItRM

How are seasonal themes shaping the markets as we head into fall? What’s driving today’s volatility? Should you focus on building portfolio resilience or try to predict what’s next?
Join IG Wealth Management’s Ashish Utarid, AVP Investment Strategy, and Philip Petursson, Chief Investment Strategist, as they share insights from their fall financial playbook, including:
• Seasonal themes heading into the fall
• Key drivers of market volatility
• Positioning portfolios versus predicting markets
• Live Q&A session https://ig.advisorstream.com/webinar-dont-overthink-it-the-fall-financial-playbook/?c=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJub2RlX2lkIjo0MTkwNjcsInByZXZpZXciOmZhbHNlLCJjb21tX2lkIjoxMzA4MzkwMSwiZGVzdF9pZCI6MTU0MjYyOTEsInJlYWRlcl9pZCI6bnVsbCwicGVyc29uYV9wcmV2aWV3IjpmYWxzZX0.mIzhZwievt8s7P_8xI9rmhA44p-wi5CnwUGGPilnkPE

Identity theft continues to be a serious concern for taxpayers—and as a financial planner, I want to highlight that the risk often increases during the summer months. In 2024, data showed that identity fraud incidents peaked during the summer, when consumer spending is typically higher and personal information is shared more frequently during travel and online transactions.
With sophisticated scams targeting everything from tax refunds to credit card data, it's essential to take proactive steps to protect your financial identity.

Here’s what I recommend to clients:
• Monitor bank and credit accounts regularly
• Use strong, unique passwords and enable two-factor authentication
• Be cautious with emails or messages asking for personal information
• Consider using an IRS Identity Protection PIN
• Stay vigilant when using public Wi-Fi or sharing information while traveling

A few smart habits can make a big difference in protecting your identity—and your financial future. https://advisorstream.com/read/forbes/money/15-tips-to-help-you-protect-yourself-from-identity-theft-and-related-tax-fraud/?c=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJub2RlX2lkIjo0MTkwNjcsInByZXZpZXciOmZhbHNlLCJjb21tX2lkIjoxMjU0NDk2NiwiZGVzdF9pZCI6MTQ5MDI3NzksInJlYWRlcl9pZCI6bnVsbCwicGVyc29uYV9wcmV2aWV3IjpmYWxzZX0.M0HFAgQ4ZTG1UxNyHxsbJ8d8rdbleTZ8ZDrniVzbWjQ