Annie McQuilken, a fee-only planner and principal at Forever Financial Advisors in Fairport, N.Y., knew that a client was looking for a house to buy. Still, she was a little surprised when she received a message, sent from the clients email account, asking her to wire money directly to the seller for a closing scheduled for the next day.
Even though I knew this client was house hunting and it wasnt unusual to communicate with her via email, I was surprised that she would get to the closing without talking to me, McQuilken says. Part of me was annoyed that she hadnt given me more notice.
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