Living Wisely Event Recap and Videos At our recent Living Wisely seminar and luncheon, Protecting You and Your Loved Ones from Wildfires, we brought together experts from CAL FIRE, C3 Insurance, and All Risk Shield. The event featured three presentationsREAD MORE
Financial Security/Safety
Zelle and Venmo are two popular peer-to-peer payment platforms. They both allow users to send and receive money electronically. While they serve similar purposes, there are key differences in their features, functionality, and security. What is Zelle? Zelle is aREAD MORE
The recent Palisades fire and other devastating wildfires across Los Angeles County have once again highlighted the catastrophic impact these disasters can have on communities. With thousands of residents forced to evacuate, hundreds of homes threatened or destroyed, and tensREAD MORE
Digital platforms are central to managing personal finances today, from online shopping and bill payment to banking and investing. While they have clear advantages over paper-based systems, there are risks involved with digital platforms that can cause real harm. ProtectingREAD MORE
Scams of all sorts targeting senior citizens are on the rise, in large part because they tend to be more trusting and, more importantly, less aware of risks online. Recently, there has been an increase in “pop-up” scams. In theseREAD MORE