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Wescott’s Approach to Data Security

Wescott’s Approach to Data Security

October 5, 2017 Wescott Blog

In the wake of the Equifax breach, we understand many of our clients are concerned about the security of their financial data. There are many ways to limit the misuse of personal information from the breach, and we encourage clients to stay vigilant in monitoring credit accounts and proactive in setting up the right protections.

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Equifax Hack Client Update

Equifax Hack Client Update

September 19, 2017 Wescott Blog

With Equifax’s recent disclosure of its data security breach that left more than 143 million American consumers vulnerable to digital predators (cybercriminals), many are understandably anxious about what this means for the security of their personal and financial information.

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Why We Keep Score in Financial Planning

Why We Keep Score in Financial Planning

August 11, 2017 Wescott Blog

For many people, the process of gathering financial documents is like spring cleaning. It’s a necessary task avoided until the last minute. Because of that, it often constrains the financial planning experience, rather than bringing clients and advisors closer.

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