financial planning

Cyber Fraud

Mar 26, 2015

In this episode, Jackie and Tom talk about the most common types of cyber, or computer related fraud and share some simple steps you can take to protect your information from criminals.

Financial Frauds and Scams

Mar 26, 2015

There are many scams and instances of fraud that can easily trick a consumer into having their money stolen. In this episode, Tom and Jackie share stories of clients who have been taken and how you can best avoid it.

Credit Card Breaches and Chip Cards

Mar 26, 2015

In the last year, credit card breaches have accounted for tens of millions of dollars lost in the retail industry. In this episode, Jackie and Tom discuss the recent breaches and the future of credit card security in the form of a "chip" card.

Building Good Credit

Jan 2, 2015

Tom and Jackie share some tips on how to build good credit, including how traditional advice on 'ditching your credit card' may not be the best idea.

Financial Literacy

Jan 2, 2015

Tom and Jackie discuss the importance of gaining a sense of financial literacy at a young age, and some ways Compass Credit Union has developed tools that people of all ages can benefit from.