You just got dreaded news you’re a victim of identity theft. What a shock! You can’t believe it. It takes a while to sink in. Can it be true? Who could masquerade as you? What are they doing as you? What damage have they done? The questions just never end! You are awash in various […]
We are in tax season again … if you Google “IRS scams” you get over 3 million results! An article in the Sacramento Bee By Cathy Locke titled “IRS warns against phone, computer scams” Published: Sunday, Sep. 9, 2012 – 12:00 am | Page 1B talks about getting automated phone calls saying you owe back taxes […]
Cybercrime keeps changing. “Cybercriminals have discovered that investors now routinely rely on e-mail to authorize personal advisers to execute financial transactions. Search engines and social networks have made finding and profiling potential victims, and their advisers, easy.” Cybercrooks fool financial advisers to steal from clients – By Byron Acohido, USATODAY.com The writer, Byron, makes a key point […]
I learned long ago that when you see advertisements about investing … lots of advertisements … that may be a good indicator to be more wary and careful. Not only does all that attention generate demand for the investment (which drives up the price … which generates even more attention and demand), it also attracts scammers who […]
Social Media is popular, no doubt about that. With that popularity comes the responsibility to be more careful since those with bad intent take advantage of carelessness. This is especially problematic when it comes to your money … since that is what thieves are after … your money. Thieves are also after your identity … so […]
Here’s a couple of gift card gotchas … I pulled these from Kiplinger’s Personal Finance article points 5 and 6 … Gift cards displayed on open racks are vulnerable to theft of the card number. A thief can copy/photo the card’s number and then check to see when money has been added to that card. Before […]
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About Larry Frank Sr.
As an MBA and CERTIFIED FINANCIAL PLANNER™ practitioner, I help people make sensible plans for a successful retirement. I'm also the author of Wealth Odyssey, a book about financial planning. My retirement planning research is published periodically in the Journal of Financial Planning.
Have a Financial Question?
- Are market returns really the key to your portfolio value?
- Rebalancing? How does it work?
- Resources to help with aging issues
- How do Safe Withdrawal Rates compare to Dynamic Retirement Income?
- The Dividend Income Illusion.