Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Financial Scams

As financial scams get more common and devious, Bob Carlson shares his expertise to help subscribers stay up to date

Found 27 Articles.
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How to Build a Firewall Against Financial Scams & Abuse: 5 Action Steps

September 28, 2017

Everyone knows it’s older Americans who are the most likely targets and victims of financial abuse and scams. But it’s not just older people who fall victim. The crooks look for vulnerable people. By the time you’re vulnerable, it’s often too late to create real protection. Take action now, so that in the future you […]

Closing the Door to Your Greatest Fraud Risk

April 3, 2016

The recent headlines about the theft of tens of millions of personal information from health insurer Anthem shouldn’t have been a surprise, and it is the type of action you should expect to hear about regularly. Your greatest risk of being scammed or having your identity stolen might be one you don’t suspect. The big […]

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Red Alert for Financial Frauds

November 1, 2008

The financial crisis means it is time to be on high alert for financial frauds. Scamsters know this is the best environment to find vulnerable targets. I dug through my files recently for a 2004 Wall Street Journal interview with imprisoned scamster Eric Stein. He laid out how frauds operate and why now is a […]

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Senior Protection Moves to the Forefront

September 1, 2008

Seasoned investors might find reduced opportunities to receive free lunches and other treats. But they will gain better and swifter legal protection. After decades of bearing the brunt of most financial scams, senior Americans are receiving help. Scams that involve possible fraud against senior investors will be on the investigative fast track. The Financial Industry […]

The 6 Biggest Risks to your Retirement

What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up with. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here for free access.

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Basic Steps to Limit Vulnerability to ID Theft

January 1, 2008

There have been changes in our knowledge of ID theft. We know more about the crime than in the past, and there are some new trends. One trend is that the growth rate of the crime is slowing. A few years ago it was by far the fastest-growing crime, with new cases increasing by at […]

Know the Financial Scams that Target Seniors

April 1, 2007

Older Americans have most of the money, and crooks know that. So do people who operate within the law but beyond the usual definition of ethical, selling people products that aren’t appropriate for them. That is why we have a number of ill-suited financial products specifically pitched at those 55 and over, and especially at […]

Avoiding Scams by Loved Ones

January 1, 2007

Though it does not get much attention, a high percentage of the scams and thefts perpetrated on older Americans are com-mitted by their loved ones. The number of scams on the elderly and how much money is involved are unknown, but experts suspect that family and friends take advantage of retirees more than strangers do. […]

Who Falls for Frauds? A Surprising Answer

November 1, 2006

You might be more susceptible to investment and financial fraud than you think. New research found that the most likely fraud victims do not match the stereotype of a befuddled, uninformed senior living alone. The NASD Investor Education Foundation sponsored a study to determine who among senior citizens is likely to become a fraud victim, […]

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