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Peter Mooney | Sep 25, 2019

How to Protect Your Personal Data Online

Privacy
Technology

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular

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Three people looking at a laptop screen
Peter Mooney | Sep 25, 2019

How to Create Order out of Chaos with Your Financial Records

Finance

It should not take the filing of a tax return or a death in the family to finally create order out of paper chaos so you are not forced to scramble in those

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Peter Mooney | Sep 25, 2019

Record Keeping in the Cloud – is it Safe?

Privacy

As our lives become more intertwined with the Internet it may be only a matter of time before all of our important data is stored in this vast “cloud” of bits

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OHIO

5521 Mayfield Rd.
Lyndhurst, Ohio 44124

 

 

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Telephone: 330.867.6900
Fax: 330.867.1174

 

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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