…35 years of experience to FineMark. Most recently, he served as a Senior Portfolio Manager for Synovus Trust Company, covering the west coast of Florida, from Naples to Tarpon Springs….
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Medicare & Medicaid Scams
…that Medicare is asking you to pay anything. The new Medicare card is free and anyone who calls saying he or she is from Medicare is not telling you the…
IRS Tax Fraud Alert
…with their financial institutions immediately. As always, FineMark is here to help. If you have questions or concerns, please feel free to call us or stop by your local office….
ATM Skimming and Safety Tips
…receipts can be used for identity theft and account hijacking. If you have any questions about this article, feel free to stop by the office or give us a call….
Should You Pay Off Your Mortgage or Invest?
…financial to-do list. But competing with the desire to own your home free and clear is your need to invest for retirement, your child’s college education, or some other goal….
Cyber Safe: Keeping Your Wallet and Identity Safe!
…on free services like Facebook® or WhatsApp®. Prevention Tips: Learning the Warning Signs: Attendees were encouraged to recognize the warning signs of phishing attacks, such as emails containing a sense…
Why Wealth Management at FineMark Transcends Stock Picking
…FineMark Transcends Stock Picking By Read Sawczyn, J.D. Senior Vice President & Private Wealth Advisor, Trust Articles In This Issue: 2024 First Quarter Review and Commentary Download 2024 Q1 Newsletter…
Watch out for IRS Scams this Tax Season
…personal information private. If you have any questions about whether someone or something is legitimate, research the source before providing any personal information. And if you think you are a…
Protect Yourself from Peer-to-Peer Payment Service Scams
In today’s digital age, scammers are continually coming up with new ways to steal people’s money. One of the latest scams involves peer-to-peer payment services like Venmo® and Zelle®. Though…
Coronavirus Phishing Attacks On The Rise
…or to infect your devices with malware, and ads that peddle false information or scam products. In one example, a phishing email that used the logo of the CDC Health…
Authorized Signer vs. Joint Owner
…with the right of survivorship, allows the new joint owner complete access and rights to the funds in the account. They can also remove funds and close the account. And…
Credit Cards vs. Debit Cards: Which Offers Buyers the Most Protection?
…is best to use for your next purchase, we’ve compiled a list of the different features offered by each type of card. When Using a Debit Card, Remember: This payment…