Category Archives: Protect Your Personal Data

A New Kind of Internet Scam

A New Kind of Internet Scam by Howard LipsetIf you are reading this blog, then you may have seen the problem.

In response to a prior blog, someone posted a like. Raved about what I had written. Called me by first name as if we were partners. Gave a telephone number and offered assistance in areas that I could not. But, then specifically told everyone to use me for advice.

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Howard LIpset of provides some advice on how to protect your personal information.1.  Shred, Shred and Shred some more. And do not be cheap about the shredder. Make sure it cuts in two directions.

2.  Remove your name from mailing lists for preapproved credit cards or other financial offers. This mail could be stolen, your address changed and credit applied for in your name. Some banks have even approved credit on torn applications that were taped back together. (shred, shred, shred). Continue reading


Howard Lipset of discusses privacy in the modern digital age and how the IRS is trying to read our emails.Americans have come to believe that their expectations of privacy are a constitutional right.

Unfortunately, the Internal Revenue Service does not believe that.

And in some cases, the IRS is correct. When you post something on Facebook, Twitter or the like, you are allowing anyone who wants to look to see that posting. In these instances, you do not have an expectation of privacy because you have, de facto, waived it.

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“To Protect & To Serve” Originally the motto of the Los Angeles Police Department (1963), its meaning was to “serve the community by protecting their constitutional rights.”

To Serve & Protect: I like to think of it as the goals of Progressive Management Inc. but with a different context.

To Serve our clients everyday by being available for their problems and their needs, in addition to taking care of the basic functions for which we were hired: The administration of the day-to-day financial aspect of their businesses and their personal lives.

To Protect their assets and identity against the modern threats of cyber-attacks and identity theft, as well as preventing fraud and governmental bullying against them.

To Protect them from themselves. This is one of the examples I intend to share: Continue reading


SOUTH CAROLINA’S DEPARTMENT OF REVENUE HACKEDSouth Carolina’s Department of Revenue has been hacked. It has been reported that the hacker had access to 3.6 million social security numbers and 387,000 credit/debit card numbers and/or bank account numbers with the associated bank routing numbers.

For years, I have warned my clients:

1.        Do not give banking information on your tax return.
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‘Tis the Season for Scamming

Howard Lipset of warns readers about email scams.I’ve been receiving email scams on a regular basis these last few weeks. See an example below. I received this one a few weeks ago. It may look like a serious inquiry but it is a scam. Continue reading