5 Tips to diversify your investment portfolio in 2018
All successful investors, fund managers, and financial advisers have diversified portfolios. The reason why people need to put their money in different financial channels...
Beware of senior fraud & exploitation
Business owners need to be aware of financial exploitation, sexual and emotion abuse of the elderly.
When sunshine is not free
Solar scavengers are selling you a bucketful of problems including long-term leases, liens on your homes, and equipment that came from a landfill.
Financial abuse of the elderly: Insight and tips to protect yourself & your loved...
Understanding elder fraud and financial abuse.
What’s in your wallet?
Why must we carry everything we own in our wallet or purse? Is this the final resting place for all papers and cards?
Don’t be a sucker! Stay off the S*it List!
The power is in the repetition. If I see it over and over again, well then it must be true!
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.