Dear Friends and Family,

We’d like to highlight some common financial scams and how to protect yourself:

• Never give personal info over the phone unless you initiated the call.
• Be skeptical of urgent requests for wire transfers.
• Review your credit report at www.annualcreditreport.com.

Housing note: Home prices continue to adjust in many areas. Low interest rates and federal programs may provide refinancing opportunities.

Thank you to those who joined our recent Women & Wealth and College Planning seminars! Contact us if you’d like slides or handouts from the sessions.

Sincerely,

Katz Family Financial