2020

January 8, 2020 - Published by IAG Wealth Partners

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make 2020 a better year for you and your family.

Our first blog of 2020 is dedicated to helping you make 2020 a better year for you and your family.

We will forego all of the 20/20 allusions about vision and foresight, though they may prove irresistible throughout the year.

We will not remind you that the new year brought plenty of changes to retirement accounts. If you are interested in those, please see our previous blog on the SECURE Act.

We will not bore you with our market predictions for the year because, as usual, we do not know with certainty how 2020 will unfold. Only hindsight is 20/20.

Instead, to increase your odds of successfully avoiding being a fraud victim, we begin the year with the simple encouragement to always turn your ‘20 into 2020 in 2020.

20 is a lonely number that fraudsters can exploit. If you leave that 20 hanging out there at the end of a date, it can be converted into any year starting with 20 at any time.

For example, if you sign and date a document on 1/8/20, an ethically challenged individual could easily alter the date you signed that document to 1/8/2019 by simply adding a 19 to your 20.

Suddenly, your signed document is “proof” that you signed something on a date you did not sign it.

Do yourself a huge preventative favor this year. Whenever you sign or date a document, spend the extra two digits to date it with a full “2020.”

Don’t leave your 20 hanging this year!

 

 

Quote of the week: Benjamin Franklin: “An ounce of prevention is worth a pound of cure.”


Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IAG Wealth Partners, LLC, (IAG) a registered investment advisor and separate entity from LPL Financial.

Any opinions are those of IAG and not necessarily those of LPL Financial. Expressions of opinion are as of this date and are subject to change without notice. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. No strategy assures success or protects against loss. Investing involves risk including loss of principal.

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