Robert Davis photo
Crystal Davis photo

Robert L. Davis, CPA

Financial Advisor

 

Crystal D. Davis, CFP®

Financial Advisor

 

Davis Financial Services, LLC

Park Place Professional Center

5871 Allentown Road

Camp Springs, MD 20746

 

Phone: 301-702-9300

 

Website: www.davisfinancialsvcs.com

May/June 2026

Why Your Family Needs a Code Word

Why Your Family Needs a Code Word

You hear about it on the news too often: criminals increasingly use generative AI to mimic real people's voices and deceive their loved ones out of money or worse. A simple yet effective way to protect yourself and your family is to use a code word in emergencies and other situations—for example, when a child contacts you about getting a ride home with someone else from a friend's or school activity.


The code should be simple and easy to remember, yet unique enough that outsiders wouldn't guess it. Think of a family joke, a favorite character, or a location that holds sentimental value. The key is to pick something that resonates with all family members, making it personal and memorable. After choosing a code, emphasize to children, especially, that it should only be shared with family members or specific people you specify. Just having a code can provide everyone with peace of mind.


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Davis Financial Services, LLC and LTM Marketing Solutions, LLC are unrelated companies. This newsletter was created by LTM Marketing Solutions, LLC and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
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