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Financial Scams

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

Found 63 Articles.
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Overcoming the Fear of Financial Advice

March 1, 2011

People need financial advice. People don’t trust financial advisors. That’s the unfortunate conundrum facing most Americans these days. Americans now are responsible for much of their support during their post-career years. Employer-provided pensions and medical expense reimbursements are fading into the past. Even those who retire with those benefits should expect them to be reduced […]

Protecting Wealth from the Silver Effects

February 1, 2011

Living to the far side of 50 increases the odds each of us will make financial mistakes, and the odds are much higher than most of us realize. Losses, both from mistakes and being victims of scams, are more likely because of changes in the brain, according to recent scientific research. Fortunately, you can take […]

Dealing with Seniors Preying on Seniors

January 1, 2011

The silver generation is where the money is. That’s why seniors so often are targets of scams and why one estimate says one of five of those over 65 have been scammed one way or another. What many seniors don’t realize is that a potential scammer is likely to be a contemporary. In more and […]

Avoiding the Latest Medicare Scams

September 1, 2010

The Medicare open season, officially called the Annual Coordinated Election Period, is coming up. From Nov. 15 – Dec. 31 those eligible for Medicare can enroll, disenroll, and switch Medicare plans. Following that is the General Enrollment Period from Jan. 1 – March 31 when anyone eligible for Medicare can enroll. Medicare fraud is around […]

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Avoiding the Latest Silver Generation Scams

August 1, 2010

Silver generation investors are susceptible these days, and the con artists know it. Scams are proliferating that focus on helping recover the losses in your nest egg. You’re hearing a lot of pitches that are heavy with rhetoric about Wall Street crooks, government bailouts, high inflation, and currency collapses. Investor fears about these things are […]

Warnings on Reverse Mortgages

December 1, 2009

We have to wave a yellow flag on reverse mortgages. While good ways for some seniors to tap their home equity, they also are a new and fertile ground for fraud, and new rules make them less attractive. Reverse mortgages are available to people age 62 and older. You receive cash, a stream of payments, […]

The Coming Wave of Scams

May 1, 2009

The headlines seemed to be filled with investment frauds and scams. Bear markets tend to reveal Ponzi schemes and other frauds. But do not get the impression the scams are only a product of the bull market. Tough times tend to produce more scams than good times, because people are more desperate for help. The […]

Bernard Madoff and Classic Frauds

February 1, 2009

Most investment frauds, especially Ponzi schemes, last five years or less and steal relatively modest sums. Two of the many remarkable aspects of the Ponzi scheme of Bernard Madoff are that the fraud apparently persisted for decades and cost investors billions of dollars. Yet, many aspects of the scheme are classic, unremarkable features of run-of-the-mill […]


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