Have you heard about the latest phone scam? Callers are reaching out to set up your COVID-19 vaccine appointment. In the process they ask for your personal information and credit card. If you’re stressed or busy, you might forget that the COVID-19 vaccine is free to you. If you’re ever unsure of who’s calling you, hang up. Call the company back on a number you know and trust (like one you find on their website).

Keep your guard up when you get calls, texts, or emails that you aren’t expecting. I’ll admit some of them sound serious and intimidating. Here are two quick reminders:

  1. The IRS never calls you. They are old school and send letters.
  2. Nothing financially important comes from a text message. If you don’t know the sender, don’t click on the link. The same goes for email. We’ve gotten used to ignoring email links. Malicious text links seem to be on the rise. Ignore those links too.

If you’re ever in doubt, I’m happy to independently research whether something is legitimate or not. Just ask.

About the Author:

John has more than ten years experience as an Investment Advisor. He focuses on devising and maintaining portfolios that meet individuals’ needs, investment research, and investment strategy. John has been recognized as a “FIVE STAR wealth manager” by Twin Cities Business Magazine 2016-2020.

Legal Disclaimer: These posts do not constitute an offer or recommendation to buy or sell any securities or instruments or to participate in any particular investment or trading strategy. They are for informational purposes only. CTW gathers its data from sources it considers reliable. However, CTW makes no express or implied warranties regarding the accuracy of this information or any opinions expressed by the author and may update or change them without prior notification.