Money Matters

Cyber Crime! Protect Your Personal Information!

24 Feb 2017 by: jhurley 

As the problem of cyber fraud is becoming more prevalent, cybersecurity is a constant concern for all of us. Keeping personal financial information confidential is a big focus these days, not only at CCMI, but for you too.  With the rapidly evolving risk of cyberattacks, the following is an outline which lays out a few basic steps you can take to help protect yourself and your personal information.

Safeguard email accounts

  • Be very cautious when viewing unsolicited email.
  • Do not click on links or pop-up ads in unsolicited emails.
  • Know that many scams involve hacking emails and impersonating the account owners to gain access to sensitive information and /or money.

Be strategic with usernames and passwords

  • Make passwords strong with at least 8-12 characters, include upper and lower case letters, numbers and symbols.
  • Change your passwords often or use a password vault.
  • Never use confidential data or information that is easily found about you online in your user names or passwords.
  • Consider using password managers such as Dashlane, LastPass, or another password manager that you are comfortable with.

Limit what you share online

  • Be very selective about what you share on social media and with whom you share it.
  • Set privacy and security settings on web services and devices to your comfort level for sharing.

Surf safely

  • Use only trusted networks, APPs, and computers.
  • Know that secure websites start with https, and NOT http.
  • Never click on links or attachments from unknown sources.

Protecting your money

  • Review all your financial statements when available and immediately report anything suspicious.
  • Never send your personal identifiable or account information via unsecure channels like email, chat, or text.
  • Be aware of our firm guidelines for client verification and funds disbursement requests.

CCMI provides personalized fee-only financial planning and investment management services to business owners, professionals, individuals and families in San Diego and throughout the country. CCMI has a team of CERTIFIED FINANCIAL PLANNERTM professionals who act as fiduciaries, which means our clients’ interests always come first.
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