Carrick Consulting, LLC

11/12/2023

Last day of AADMM conference in Chattanooga. Learning together again. Bittersweet as I retire from national board.

11/21/2022

Important information for Ambulance Services under Medicare.

10/23/2022

Great article about what Carrick Consulting, LLC does everyday!

07/29/2022

Do you know someone who should have this information?

Fraud can happen to anyone. Age, income, education, and level of financial literacy do not matter.

06/14/2022

Great ideas from Citibank:

Be aware of current scams
1. Depositing Checks from Unknown Sources: Fraudsters may ask you to deposit a check into your personal account and promise you can keep a portion of the money. These checks are often counterfeit and may be returned or sourced from illegal activity - you could lose money or even become unknowingly involved in a crime.

2. Requests for Donations: During times of geopolitical events, fraudsters exponentially increase their efforts to take advantage of your interest to support specific causes. Funds or personal information provided to unverified charities could ultimately not reach their intended audience and could put your account information at risk. FTC.Gov provides guidance to help donate wisely and ensure your contributions reach their intended targets.

3. Requests for Account Info: Fraudsters may pose as Citi or a Citi employee and ask for information which allows them to access your account — they may email, text, or call you.

4. Paying with Gift Cards: Scammers pretend to be someone they’re not to convince you to pay with a gift card. Legitimate companies or government agencies would not make this request.

10/26/2021

Find out what qualifications financial specialists should have to help with questions on taxes, paying bills or planning for retirement.

10/19/2021

We should be able to trust people...

A former US Army medical records administrator in South Korea was ordered to serve more than 12 years in prison.

06/30/2021

In case you missed it!

The latest real estate news Carrick Consulting, LLC Resources for Building Better Relationships w Daily Stuff Why Choose Daily Money Management Services? Keeping track of your money can often feel lik

06/21/2021

Have you checked this out?

The latest real estate news Carrick Consulting, LLC Resources for Building Better Relationships w Daily Stuff Why Choose Daily Money Management Services? Keeping track of your money can often feel lik

06/17/2021

Great little newsletter w important information.

Scams may be the last thing mourners wish to think about. But criminals are now seizing on this vulnerable moment to gain personal information they can use in identity theft. The emerging fraud seeks to exploit a new federal program that pays up to $9,000 in funeral expenses for victims of COVID-19....

06/17/2021

Have you seen our latest news?

The latest real estate news Carrick Consulting, LLC Resources for Building Better Relationships w Daily Stuff Why Choose Daily Money Management Services? Keeping track of your money can often feel lik

06/16/2021

Working w a Daily Money Manager

The latest real estate news Carrick Consulting, LLC Resources for Building Better Relationships w Daily Stuff Why Choose Daily Money Management Services? Keeping track of your money can often feel lik