Edward Jones-Financial Advisor: George Duke

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it probably is. Legitimate lotteries and sweepstakes never ask for money upfront in exchange for a prize.

Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of sending money, especially if you've never met in person. A scammer can prey on your emotional state and take advantage of your trust, generosity and goodwill.

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/46POZKF

Maintaining your financial wellness throughout the year can be difficult — but with some guidance and budgeting, it can get easier.

Financial wellness Maintain your financial wellness with these resources.

Let’s talk about how you can stay financially fit throughout the new year.

Financial Fitness Education Financial Fitness

Did you exceed your holiday budget? You’re not alone. Now that the season of gifting is through, let’s go over some ways to tackle your holiday debt.

Went over your holiday budget? Let’s make a plan

Are you ready to start traveling again? If you’re beginning to budget for your next adventure, here are some tips to help you stay on track.

Planning an adventure? Try these budgeting tips

Our checklist can help.

Moving homes this year? Let’s get started

Whether it’s a new car or a new house, make 2022 the year you make a financial strategy for that major purchase. Send me a message so we can help you work toward getting there.

What is your New Year’s resolution? If it involves finances, I can help. Together, we can create a strategy to help you achieve your financial goals.