Tag Archives | money and aging
elder scam

Elderly Woman Was Financially Exploited, Says Police: How You Can Protect Your Loved Ones

Almost every day, there’s another news story about elder fraud. This week’s Sun-Sentinel reported on the appalling case of a local 87-year old woman who was allegedly swindled out of her home, bank and retirement accounts, then forced into an assisted loving facility. It took months for police to be called in and unravel the […]

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Keeping Aging Investors Safe From Financial Exploitation

We spend a lot of time making sure our clients and their finances stay safe, even as they age. Are you familiar with the facts about financial exploitation and aging? Financial abuse costs seniors billions of dollars each year. Here’s some new numbers from Greg Brumbeloe, in a recent article for Financial Advisor magazine. Brumbeloe […]

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