To help older adults protect themselves from financial cons, CFP Board Ambassador Charles C. Weeks Jr., JD, CFP® suggests choosing “multiple people to watch your accounts so there are checks and balances.” Read more in this NerdWallet article by Kimberly Palmer: https://lnkd.in/e2ynd-fT
CFP Board’s Post
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Financial Advisor, Associate Vice President at Breakwater Advisors a financial advisory practice of Ameriprise Financial Services, LLC
At Ameriprise, we strive to prevent any form of financial exploitation through ongoing education and dedicated support for our clients — as well as for their friends, family and caregivers. This is such an important topic that the majority of us are aware of but don't always discuss with those who could use this type of information the most. Give this a quick look and pass it on to those you know who could benefit from it. Take care and have a wonderful week!!! #Ameriprise #fraudprevention #family #informed #vigilant
7 steps to protect loved ones from financial fraud
ameripriseadvisors.com
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Whether you’re seeking to protect aging family members or your children, here are seven steps to help protect your loved ones’ financial lives:
7 steps to protect loved ones from financial fraud
ameripriseadvisors.com
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Learn how to protect yourself from financial abuse and scams targeting seniors. Stay informed and safeguard your finances. Check out the article here: https://okt.to/Z0ol2Q
thestreet.com
thestreet.com
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Helping Experienced Tax Professionals "Find their Space, Create their Future" at Cherry Bekaert
Learn how to protect yourself from financial abuse and scams targeting seniors. Stay informed and safeguard your finances. Check out the article here: https://okt.to/gxHXV4
thestreet.com
thestreet.com
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As financial scams continue to impact seniors, it's essential for your clients to stay vigilant. Here are some steps they can take to protect themselves. #financialscams #seniors #stayingsafe
Don't Be a Victim: Financial Abuse of Seniors - How to Spot Scams & Protect Yourself
thestreet.com
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Navigate through the financial landscape with this insightful piece by my colleague. Demystify the sector's inner workings by clicking the link to read the entire article. https://lnkd.in/eY8WJHbD #Financialplanningnearme #Retirementplannernearme #Financialplanningfirms #Financialadvisor #Financialconsultant
Protecting Aging Parents from Shipping Scams
https://annuity.com
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Navigate through the financial landscape with this insightful piece by my colleague. Demystify the sector's inner workings by clicking the link to read the entire article. https://lnkd.in/gR-Nvc8m #Financialplanningnearme #Retirementplannernearme #Financialplanningfirms #Financialadvisor #Financialconsultant
Protecting Aging Parents from Shipping Scams
https://annuity.com
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Our latest Resource Guide from Hannah Simpson is out now. In this piece, we explore how Seniors are often the target of Scammers and the steps you can take to empower Seniors in protecting their financial well-being:
How to Prevent Senior Financial Exploitation
easydoesitservices.org
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Giving Business Owners Exclusive Acess to Alternative Assets & Pre IPOs that Proactively Protect Wealth from Tax Exposure & Market Volatility | Amazon Best Selling Author | Forbes Business Council
Navigate through the financial landscape with this insightful piece by my colleague. Demystify the sector's inner workings by clicking the link to read the entire article. https://lnkd.in/eAxT-XK3 #Financialplanningnearme #Retirementplannernearme #Financialplanningfirms #Financialadvisor #Financialconsultant
Protecting Aging Parents from Shipping Scams
https://annuity.com
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Financial Advisor and Host of Safe Money Radio on Newsradio WOOD 1300 & 106.9 FM noon on Sunday
Navigate through the financial landscape with this insightful piece by my colleague. Demystify the sector's inner workings by clicking the link to read the entire article. https://lnkd.in/ea9YJPsk #Financialplanningnearme #Retirementplannernearme #Financialplanningfirms #Financialadvisor #Financialconsultant
Protecting Aging Parents from Shipping Scams
https://annuity.com
VICTOR JONES CPA, P.C. licensed in CA, TX, WA
2moThank you for sharing this information.