Advia Financial Blog

We have been alerted to a potential card skimming scam underway in the Kalamazoo and Battle Creek areas of Michigan. Please read on for tips on how to best protect yourself from this type of fraud.

When it comes to managing our finances, one often-overlooked task is designating a beneficiary. While it may seem like a small detail, adding a beneficiary to your account is a crucial step in ensuring the security and smooth transfer of your assets in the event of unforeseen circumstances. While broaching the subject of death may be uneasy, it’s an important aspect of financial preparation.

It’s almost that time of year… back-to-school time! For parents and guardians of school-aged children, while the transition from summer to a new school year can be exciting, it can also be overwhelming – especially when it comes to managing back-to-school related expenses.

It's no secret that the digital age has given us some great tools, like online banking and P2P payment services such as Venmo and Zelle. Unfortunately, where there's convenience, there are always cybercriminals lurking, eager to exploit and drain your hard-earned funds.

Summer is in full swing and so are exciting events like vacations, concerts, and more. While the sunshine and warm weather create the ideal backdrop or the perfect getaway, unfortunately these are the same elements scammers may try to use against you or someone you care about in an attempt to steal your private information and hard-earned money.