Senior fraud: Do we need more laws? Nope!
A client posed this thought-provoking question: Are the laws are strong enough to control elder fraud? Do we need more laws?
Elder fraud: What to do if you’ve been scammed
What if this is your mother or father? What can you do? First, act quickly. Once you know that a scam was set in place, change the phone number, and change it as often as necessary.
Elder fraud: As I see it
Once personal information has been released, a senior citizen has lost their identity almost forever.
Why women must become financially empowered and secure
How to avoid financial turmoil after the loss of your partner.
Want to avoid an audit?
Steps to significantly reduce your changes of receiving an IRS audit notice.
Should I invest in art and antiques?
An item’s investment value shouldn’t be your first consideration.
Protecting against losing everything – Part III
Any email or phone attempt to obtain your personal finance information is in all likelihood a scam.
Protecting against losing everything – Part II
$16 billion was stolen from 12.7 million U.S. consumers in 2014.
Protecting against losing everything – Part I
"Dad was billed for physical therapy several times after his death."
Financial investment ABCs – review
If your personal status changes, so should your investment strategy.