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 28 Articles.
Get access to 49 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.


Dangers of the Private REIT

September 1, 2004

Real estate investment trusts have been important parts of our portfolios. Cohen & Steers Realty Shares has outperformed the S&P 500 for the last 10 years, for each of the last four full years, and so far in 2004. Unfortunately, the good news about real estate and REITs is being used to entice investors, especially […]


More Ways to Prevent ID Theft

August 1, 2004

Identity theft continues to increase, and older Americans are prime targets of this crime. That’s why we constantly are looking for ways to prevent the crime and to protect your identity and wealth. Here are some new strategies to consider along with the strategies mentioned in past visits. When paying a credit card bill by […]


Latest Ways to Prevent the New ID Theft

June 1, 2004

Identity theft continues to be the fastest-growing crime in the U.S. It also is among the most devastating. Credit records are ruined – which can affect employment and other opportunities. Also, significant time and money must be expended to correct the record and other consequences. You can protect yourself from ID theft, as we’ve discussed […]


New ID Theft Protections

February 1, 2004

A new law was enacted fairly quietly at the end of 2003. It promises greater protection against identity thieves and more help for victims of the crime. Identity theft is believed to be the fastest growing crime of recent years. The Federal Trade Commission estimates that in 2002 there were 9.9 million victims of ID […]


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. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.

The New Look in Identity Theft

November 1, 2003

Identity theft still is the fastest-growing crime in the nation. But the crime is changing as individuals and authorities become more aware of the problem. The good news is that victims are discovering ID theft crimes faster. The bad news is that the effects are more costly and longer-lasting. The crime now is discovered within […]


Your Firewall Against Investment Scams

October 1, 2003

Scam artists are developing more cunning cons, and you are among their prime targets. Fortunately, new help is available to protect your wealth. Older Americans always have been the targets of scam artists. Seasoned Americans tend to have more money than younger citizens do and also seem to be more trusting. Now, those in retirement […]


Why Are Seniors Vulnerable?

May 1, 2003

If you are older than 50, you are a target for fraud. Scam artists know that they are more likely to be successful against an older person than against the rest of the population. Experts estimate that over $40 billion is lost to fraud each year. The traditional assumption is that the victims of fraud […]


Fight Back And Have Fun

May 1, 2003

Learning about different scams helps you avoid being victimized. It also can become a form of entertainment and even help you turn the tables on con artists. Con artists turned to the Internet in recent years, and so have those who fight the crooks. One web-based activity for the good guys is “scam baiting.” After […]

Log In

Forgot Password