Scams & Digital Security | Dovetail Financial

Three wooden markers along a garden path read “Pause,” “Verify,” and “Protect,” showing a simple response routine before acting on a suspicious message.

Ross Marino | Mar 19, 2026

The New Phishing: How AI Imitates Trust and What to Do Next

Scams & Digital Security

AI can make scams sound familiar. Slow down, verify the source, and protect access before you respond.

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A calm living room scene shows a mixed pile of papers being separated among a protective document box, a scanner, and a secure discard container to show that records are easier to sort when each one’s job is clear.

Ross Marino | Jan 8, 2026

Keep, Scan, or Shred? A Simple Path to Paper Control in Retirement

Recordkeeping

Tax Planning

Estate Planning & Legacy

Scams & Digital Security

When every paper feels important, a cleanup can stall. Start with what the document still needs to prove.

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