Big Thinking. Personal Focus.

Teach a Man to Phish: Six Common Elements of Phishing Scam and How to Spot Them

Sensationalist headlines about cybersecurity incidents have become the norm. Sadly, so too have clever email phishing scams. A recent notice issued by

Auto Dealers, Automatic Enrollment, and Automatic Escalation

As someone who has worked closely with automotive dealerships for over twenty years, I have witnessed first-hand that successful dealerships are extremely

Easing Financial Fright with Sweet Advice

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. As our thoughts turn to pumpkins, candy, and costumes,

The Stages of Wealth - Wealth Accumulation

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Over the last series of articles, we have highlighted

The Stages of Wealth - Wealth Creation

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. In our May article, we laid out some basic personal

The Stages of Wealth

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Although everyone’s situation is different,

#1 Mobile App Garners Concerns Over Data Privacy

If you haven't already downloaded FaceApp, you have probably either heard of it or witnessed your Facebook turn from an office party to a nursing home

Can RPAs Help Higher Education?

Higher education remains one of the most heavily regulated areas of commerce. As a result, the volume of administrative burden can be significant, and