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Cyber Security Webinar October 13, 2022

Dan Rohlfing will be hosting a live cyber security webinar with Coleman Bello from Fidelity Advisor Funds. The presenter will be James M.T. Morrison, Retired FBI Computer Scientist. Thu. Oct. 13, 2022, 12:00 PM Central Time. Please register in advance. https://fmr.zoom.us/webinar/register/WN_luuA233MTOidsL2-JRygrQ
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When is the next U.S. recession and how should you prepare for it?

We found this Capital Group® article most interesting and thought you might too!
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Checklist: What Do I Do About Inflation?

Inflation continues to be a key concern for everyone. Even though it has come down slightly in the last month, prices are still increasing much faster than in past years which we all notice at the pump, in the grocery store, or in other aspects of our daily lives. This checklist reviews key issues you should consider when dealing with high inflation. Please contact us if you would like to discuss how this impacts your personal financial plan.
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International Equities – Will the Storm Subside?

You are invited to participate in a live virtual event “International Equities – Will the Storm Subside?” with guest speaker from CAPITAL GROUP ®|AMERICAN FUNDS ® David Polak, Investment Director Mon. Sept. 26, 2022, 9:00 AM - 10:00 AM (CST) To receive the virtual event details: Call us at 331-204-6230 or email us at clientservice@lantzteam.com
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Don't Miss this Cyber Security Event!

Dan will be hosting a cyber security webinar with Coleman Bello from Fidelity Advisor Funds on Thursday, October 13, 2022. The presenter will be James M.T. Morrison, Retired FBI Computer Scientist. To receive the virtual event details: Call us at 331-204-6230 or email us at clientservice@lantzteam.com
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Mike's article was posted by Forbes!

Forbes article by Mike Lantz
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Podcast: Is inflation impacting your investments?

Scott Slocum with WJOL talks with Mike Lantz of Lantz Financial, LLC. about Inflation.
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Aug Cyber Tip

As you prepare your kids to go back to school, please remind kids of all ages to be cyber safe. If you scroll through this blog you will see several of our past monthly tips.
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College Planning - How Prepared are You?

How prepared are you for college? It's never too soon to start saving for college. Whether it's for your child or grandchild, giving the gift of an education is invaluable.
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Refocusing the Fed, by First Trust Advisors L.P.

First Trust Advisors L.P. delves into the history of the last time we experienced rising rates and inflation as well.
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July Cyber Tip

Be on Guard: Scammers are impersonating employees of Schwab and other reputable companies.
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Summer 2022 Update Part 3

Dan Rohlfing with Lantz Financial, LLC presents Summer 2022 Part 3 on "Putting the Markets in Perspective."
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Summer 2022 Video Part 2

Our Summer 2022 update series continues with a short video from Mike. In this video Mike covers several key points to consider as we navigate this volatile time. Please watch or listen to the video and reach out to us if you feel additional discussion may be needed for your specific situation.
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Summer 2022 Update Part 1

With the 4th of July within our sights, it will be nice to look up and see some fireworks and take a breather from all the other excitement that has been taking place in the world, economy, and markets. I mentioned in an earlier communication this would be a good summer to enjoy the outdoors. While we have done what we can to limit volatility, these past few months there have not been many safe havens.
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Entering the Workforce: Tips for a Secure Financial Future

As a young professional, stepping into your first job and gaining independence is exciting. With this new landscape comes new responsibilities.
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Congratulations Mike!

Mike was named to the 2022 Forbes Best-In-State Wealth Advisors for the fifth consecutive year. Thank you to everyone associated with Lantz Financial for making the last five years possible.
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June Cyber Tips for Summer Travel

Instead of connecting to public Wi-Fi, whenever possible connect to and use the personal hotspot feature on your phone
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May Cybersecurity Tip

Email Account Compromise Fraud Incidents on the Rise. Protect your email account.
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April 2022 Cyber Tip

Create an online social security account - With your social security number and other personal information, a criminal can sign-up for social security benefits in your name and have the benefits sent to them.
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Mar. 2022 Cyber Tip - Real-Life Scam

This is a real-life example of a scam that happened last month. This happens more often than we hear about because many of these cases go unreported due to embarrassment. However, if we can help just one person, it is worth repeating.
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Feb. 2022 Cyber Tip - Protect Your Tax Return

Taxpayers who can validate their identities can obtain an Identity Protection PIN. An IP PIN is a six-digit code that prevents an identity thief from filing a fraudulent tax return using your Social Security number. Learn more at www.irs.gov/ippin.
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Jan. 2022 Cyber Tip - Review Credit Card Statements

Now that all the shopping and celebrating are over, as your pay your January bills it’s the perfect time to review your accounts to make sure you are the only one using your credit cards and bank accounts.
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Dec 2021 Cyber Tip - Gift Cards

Tis the Season of Giving Gift Cards: Safely Buying and Using Gift Cards* Remember that gift cards are for gifts, not for payments.
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2021 Year End - Staying Invested

As we approach the end of the year, I came across a few slides you have probably seen from me before. I last sent something like this about a year ago regarding timing and the stock market as it related to the election. A year later there is no shortage of things to think about and have caution with, but the message of these slides has not changed.
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November Cyber Tip

November Cyber Tip: With the holiday season upon us, please stay safe while you are shopping online. Here are just a few of the many tips from experts:
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Check the background of this financial professional on FINRA's BrokerCheck