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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 […]

Strategies for Spending Your Nest Egg

July 1, 2015

The missing link in many retirement plans is the withdraw-al, distribution, or spending strategy. Accumulating for retirement is the easy part, and many people enter retirement with what seem to be adequate resources. Yet, a high percentage of Americans die owning their home equity and little more. Most rely heavily on Social Security to fund […]

How to Safely Reduce Insurance Costs

January 1, 2009

Times are tight, so people are looking for ways to slash expenses. Insurance is a good target for many people. There are a couple of ways to safely reduce insurance costs. You might have unneeded or duplicate coverage. Those expenses can be eliminated. You also might be paying too much for coverage you need. Shopping […]


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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 […]

estate planning

How Safe Are Your Assets?

November 1, 2008

Is your money safe? It is amazing how quickly investors went from not worrying about risk to having that be the first question on their minds. As the financial crisis spreads, people are worried about the safety of their money and how to make their assets more secure. Here’s an overview of the rules for […]


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 […]


8 Simple Strategies to Improve Cash Flow

August 1, 2008

Prices of key goods are high and rising, and most investments are down. Higher costs and lower income mean times are getting a bit tougher financially, and people are being more prudent with their money. Smart money moves don’t have to be painful. People can increase their cash flow with a little bit of work […]

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