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Income Lab’s CTO, Manuel Balderas, wrote a great article featured in Think Advisor to help RIAs with action items they can take to improve the security of their firm. Check out the main takeaways below and the full checklist for some baseline steps to help secure your technology in 2022. Main Takeaways:

  •  Of the 6.3 billion global web attacks in 2020, 736 million targeted the financial services business.
  • The most likely cybersecurity threats for a small office are manageable, even for a non-technical employee.
  • Beware of non-computer items that offer gateways to your network, like coffee makers.

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Justin Fitzpatrick, PhD, CFA, CFP - President and Co-Founder of Income Lab
Justin Fitzpatrick, PhD, CFA, CFP

Justin Fitzpatrick is President and Co-Founder of Income Lab, retirement income planning software used by thousands of financial advisors. He developed the guardrails-based approach to retirement income distribution after a decade in financial services at Jackson and seven years in academia at MIT, Harvard, and UCLA. His research on adjustment-based planning has been published on Kitces.com, ThinkAdvisor, AdvisorPerspectives, and FinancialPlanning Magazine.

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Assessing Both Longevity AND Mortality Risk For More Effective Retirement Plans → Sequence of Returns Risk Has Been Greatly Exaggerated → Simplifying Retirement Income Planning Visualization Using The 'Spending Risk Curve' → Planning for a Long Life Can Be Dangerous →

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