How to Protect Yourself from Scams and Identity Theft

Outside the Box Financial Planning in Wheeling Shares Tips

For Ivan Havrylyan, owner of Outside the Box Financial Planning in Wheeling, helping his clients stay safe from scams and identity theft is a top priority. Working with clients throughout the Chicagoland area in a financial planning capacity, he offers the following advice for protecting against such scams:

• Do not carry any documents that include your social security number (SSN) of Individual Taxpayer Identification Number (ITIN) on your person or in your vehicle.

• Never give your SSN or ITIN over the phone or to someone who claims to be a representative if you are not positive who you are talking to.

• Stay aware of your credit status and check your credit report at least every 12 months.

• Secure any personal information you keep in your home.

• Use and update anti-virus and anti-spam software on your computers.

• Select your tax preparer carefully, and be sure to use someone you trust!

If you need a finical advisor you can rely on in the Chicago area, contact leading financial planning firm Outside the Box today to schedule a consultation.