Tag Archives | seniors and finances
couple older paying bills large shutterstock_388039654

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 […]

Read full story Comments { 0 }