WISER Newsletter

Let's Not Make a Deal: Beware of Unsolicited Calls and Offers that Sound Too Good to Be True

"Expect the unexpected" is a familiar saying, but how often do you plan for the unexpected? It may sound like an impossible task, but if we know something will likely happen to throw our plans off track, then we can be better prepared. The key is to plan for the worst case scenario, not the best case scenario.

This issue looks at some of the unexpected things life can throw our way, like needing to tap into home equity to cover expenses or becoming a victim of a financial scam. The personal story of John and his parents will also get you thinking about ways you can plan ahead.

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  fall 2017 

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