How to Reduce the Risk of Elder Fraud
The most targeted group for financial fraud is elderly individuals but studies show that they are also the least concerned about being…
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Stan Lee’s Elder Abuse Conflict Holds Lessons for Estate Planning
Everyone can benefit from estate planning and every so often, there is a celebrity controversy or story that shows the challenges…
More “Granny Cams” Used in Nursing Homes
After the story of Eryetha Mayberry – the nursing home patient whose abuse was caught on a hidden camera – became widely…
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Learn how to evaluate investment performance claims, understand gross versus net returns, and consider investment risk before making financial decisions. Why Investment Performance Requires Context ...
Financial Advice in the Digital Age: What Families Should Know About Social Media, Testimonials, and Trust
Explore how social media, online reviews, and financial advertising influence financial decisions, and learn what families should consider before relying on online advice. Financial Information ...
DIY Investing vs. Hiring a Wealth Manager: When Does Professional Financial Guidance Make Sense?
Should you manage your own investments or hire a wealth manager? Explore the benefits, costs, and considerations of professional financial guidance versus DIY investing. Managing ...
