Are you protecting yourself from the growing threat of identity theft, especially as you near retirement?

This week on Relax, It’s Retirement, Josh Leonard sits down with Angela Ferrante, Leonard Advisory Group’s in-house expert on identity theft, to shed light on this pressing issue. They delve into the methods used by scammers to target older Americans and discuss practical steps you can take to safeguard your personal information.

Josh and Angela explore:

• 
  
• How identity theft commonly occurs
  
• Red flags that might suggest your identity has been compromised
  
• The importance of credit monitoring and how to set it up 
  
• Steps to take if your identity has been stolen 
  
• Best practices for password and device security
  
• And more!
  

Resources:

• 
  
• Schedule a meeting with the team
  

• 
  
• Download our “7 Big Retirement Mistakes Checklist” to help avoid costly retirement mistakes!
  
• Think you’ve been targeted by a scam? Report it to the FTC and get resources to protect yourself
  
• Set up your IRS PIN to protect your tax information from fraud
  

Connect with Josh Leonard: 

• 
  
• jleonard@leonardadvisorygroup.com
  
• LinkedIn: Josh Leonard
  
• Leonard Advisory Group
  
• 412-998-PLAN
  
• YouTube: Leonard Advisory Group
  
• Facebook: Leonard Advisory Group
  

About our Guest:

Angela Ferrante is a 1987 graduate of Allegheny College with a degree in Economics and Finance. She started with Equitable Life as an insurance representative 2 weeks after graduation selling life and disability insurance to the medical community. By 2005 she was supervising 165 representatives in 4 states and running the brokerage side of the office which included the opening of accounts, research, trade placement, cashiering of upwards of $2 million per month, as well as her own client base. Angela became an Accredited Investment Fiduciary in 2015. Angela and Mark live in Somerset County where she enjoys skiing, hiking, biking and gardening.