🤦‍♂️ How to Keep Your Loved Ones Safe From Financial Scams   Over $8B is reported stolen from people 60 and over every year in the U.S.   Never click links in text messages or emails and urgent communication is a red flag

👏 Give Early and Often   Key provisions in the 2017 Tax Cuts and Jobs Act are set to expire in 2026   Making changes now can help you get ahead of rising income tax rates and reduced estate tax exemptions