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After the Equifax hack: What to do now that hackers have your personal information (NYT, September 2017)

  1. Set up fraud alerts in case someone tries to apply for credit in your name: EquifaxExperianTransUnion, and Innovis.
  2. Additionally, consider placing a credit freeze at all four agencies (not a "credit lock"). A credit freeze prevents any new credit line from being opened, so do this if you know you won't be applying for a loan or credit card in the next few months. Costs $5-10 per agency to freeze and unfreeze (Equifax's is now free).


We recommend the materials below as an introduction to some of the big topics you may be thinking about. Feel free to contact us directly with any other questions or specifics you'd like to discuss. 

General planning

Spend Less Than You Earn

Know Your Retirement Accounts

Make an Impact

Save for Education

Pay Down Debt

Get Insurance

Plan for the unexpected (estate planning)

  • For everyone, regardless of income and wealth:
    1. Will
    2. Living Will (advanced medical directives)
    3. Financial Power of Attorney
    4. Health Care Power of Attorney

Updated in November 2017