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Obtaining an Identity Protection PIN (IP PIN) is a proactive step designed to protect yourself from Tax-Related Identity Theft. Inheritors of significant wealth can be especially vulnerable to this type of identity theft. We wrote about the topic last year in a Blog article, which you are encouraged to reference. In brief, tax-related identity theft […]

By Myra Salzer Call me old fashioned! I’m okay with that. If my resistance to modernity can be construed as my desire for dependency, so be it. Nonetheless, in this do-it-yourself age of self-checkouts, FAQs that never answer my actual question, phone calls to reverse a credit card charge made in error (only to spend […]

By Myra Salzer More and more financial planning firms are combining financial planning with coaching – a trend we’re watching with interest. Just as fee-only planning was cutting edge in the ’90s, wealth coaching is today’s innovation. We at The Wealth Conservancy are committed to advancing both. In fact, recently I became aware of a […]

Fraudsters continue to evolve and change tactics, becoming increasingly more sophisticated in their attempts to get your personal information and exploit it for financial gain. Resolve to protect yourself by keeping up with the latest scams, and take steps to protect yourself. Regardless of the type of scam, there are a few elements in common. […]

Having significant inherited wealth brings with it both freedoms and burdens, profoundly impacting various aspects of life. Freedoms can be in the form of financial security, opportunities, choice of lifestyle, and philanthropy. But often, people don’t recognize that significant wealth can also bring with it burdens in the form of intense pressure, identity challenges, guilt, […]

Review by: Myra Salzer It’s not often that I read a book cover to cover, every paragraph, every word. In fact, if you include the notes section, I think I would have to admit that I’ve never read a book cover to cover. The Storm Before the Calm, by George Friedman, is one of the […]