Tag Archives: Electronic Safety

Last Day of School …. Important Reminder for Your Electronic Safety

Today is the last day of school for my gang here in the Dallas area and many across the country.

YAAAAA for many and Oh Boy for many….depending on your camp.Schools Out

While today marks great happiness for the future of our country it also marks an important reminder.

Keep Your Electronic Guard Up

As fun fades and even turns to boredom under certain roof tops, we find electronic issues rise during this time of the year. Usually not malicious, but certainly annoying. Here are a couple of reminders:

  1. Change that weak password if you have not already
  2. Share your electronic information carefully
  3. Keep tabs of your emails, especially if you have a family shared device


In a “You Cannot Make this Up Moment” I just got off the phone with the State Workforce Commission as a fraudulent claim was being made. According to our state commission a sudden increase in claims has occurred over the last two weeks. My suspicion is this is related to the Holiday card swipe troubles. No matter the source…keep your guards up and follow up on any suspicious notices you may receive.

That’s it….just a gentle reminder, and of course it is not any of OUR kids…haha

Now, go have fun with those kids, it’s one of their favorite days of the year, being there will make it even more special, even if they do not acknowledge it … Grandparents too!!  And its a Friday! Enj0y your weekend.

John Kvale CFA, CFP

8222 Douglas Ave # 590
Dallas, TX 75225



7 Tips for The Electronic Age – Safety and Location of Your Passwords

Yesterday the IRS announced that they will no longer be mailing tax forms in the mail to individuals and forms can be downloaded and printed from their website at http://www.irs.gov/, which has comprehensive information and has made great strides in the last several years. Earlier there was also an announcement of mandatory EFTPS deposits by those who make payroll deposits for employees, also an easy to use site.

Both of these announcements exemplify the ease, speed, and productive use of the web for financial transactions this day and age. If you are like most, you have a long list of websites and passwords for your personal and business use, as checks go the way of the buggy whips this information will gain in importance and become more valuable to others.

Here are a few tips for protecting this information and ideas that you may consider for your personal and business organization:

  1. Our favorite way of saving passwords, websites, and account information is using, an Excel or Word file that has a strong (letters and symbol) password.
  2. Save the file somewhere deep in your system, not on your desktop or in the root directory of your “My Documents” folder.
  3. Do not name the file “Passwords” as my fellow workers noted to me, it is easy to identify.
  4. Let someone (spouse or co-worker) know of the location and master password for your electronic file.
  5. Occasionally print a copy of this information, especially if it is not backed up offsite or on a separate device, and put it with your Will and Estate documents, just in case you and your co-knowledged person are incapacitated at the same time.
  6. My favorite Iphone application for this service is Keeper , although I have not used the computer linked version and only save personal email passwords, airline and hotel frequency use program numbers on my phone.
  7. Change your passwords frequently, at minimum a few times per year.

Bonnie and Clyde used guns and violence for their hold ups, today financial hold ups are much different and less intrusive to us as a person, yet very much end in the same result if successful. Take a few moments to organize your important information, it may save a lot of time in the future, not only to you, but other important people in your life.

Have a Great Day!