The Cabot Advisor Blog

Client Services

How to Respond to a Data Breach

Take immediate action to minimize the impacts. Being the victim of a cybercrime is a frightening and stressful experience. Time is of the essence, whether your personal data has been compromised as part of a larger, targeted cyberattack, or you are the victim of an individual cybercrime. You’ll need to take immediate action to minimize […]

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Paper vs. Paperless?

Protect your identity with paperless statements. With identity theft in the news and on our minds these days, it is not hard to see why some of us wonder if we’re better off with paper-based banking and paper statements. But evidence shows that going paperless can actually protect your personal information, for a few reasons. […]

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Staying Safe Online

October is National Cyber Security Awareness Month and according to the U.S. Department of Homeland Security, “National Cyber Security Awareness Month is designed to engage and educate public and private sector partners through events and initiatives to raise awareness about cybersecurity, provide them with tools and resources needed to stay safe online, and increase the […]

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Protecting your personal information is our priority. Cabot follows stringent internal practices and strategies to keep your information and assets safe. October marks National Cybersecurity Awareness Month, and we invite you to join us in combating threats to online security. Here are some of the controls Cabot Wealth Management has established to mitigate risk and create […]

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Required Minimum Distribution Reminder

The IRS mandates that owners of retirement accounts (other than Roth IRAs) must take minimum distributions upon turning 70½ and each year thereafter. The penalty for not taking the required minimum distribution by the end of the current year, or by April 1, of the following year if you turned 70½ in in the current […]

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