Financial Security – Stay Safe This Summer

July 15, 2024

We’re well into summer, and while there’s plenty of fun to be had in the sun, you need to avoid getting burned. That’s always the advice for avoiding too many UV rays, but it’s also a sound strategy for protecting yourself against getting burned financially. 

For most people, a home and the possessions within it are their largest single asset. And if you’re spending extended periods traveling during the summer, it’s vital to make sure that huge investment is safe while you’re away. Ways to help protect your property while gone include:

  • Invest in home alarms and surveillance
    • Home security systems continue to improve in both comprehensiveness and affordability. Many companies offer packages that can link directly to emergency services and allow you to check in on cameras from wherever you are in the world. 
  • Pause your mail
    • Many mailboxes can be easy and unprotected targets. If you’re away for an extended period of time, avoid the possibility of having documents with important information hanging around in your mail.
  • Hold off on the photos
    • Social media is a great way to share your vacation experience, but beware of posts leading up to or during your trip to avoid promoting that your house is empty.

Your financial security can turn even more personal with the emerging prevalence of scams. The same technological advances that can make your home safer have also allowed scammers to be more convincing in their efforts to separate unsuspecting victims from their hard-earned money. 

Beware of anyone asking for money or sensitive information who:

  • Is an unfamiliar person claiming to be from an agency or organization you know
  • Tries to sway your feelings by referencing a possible prize or penalty
  • Pressure you to take immediate action
  • Suggest strange or specific ways in which to make payments

At Consha Financial we can help give you confidence while building a retirement plan and making sure your savings and investments are being protected. Give us a call at 678-539-9518 and learn how we can help work toward the retirement you have dreamt for yourself.

  1. https://upgradedpoints.com/travel/protect-home-while-on-vacation/
  2. https://www.ssa.gov/scam/?utm_medium=cpc&utm_source=bing&utm_content=general-ad1&utm_campaign=cm-scam-awareness

Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. 

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This blog is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.