Financial Scams
As financial scams get more common and devious, Bob Carlson shares his expertise to help subscribers stay up to date
Found 66 Articles.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
Who Falls for Frauds? A Surprising Answer
You might be more susceptible to investment and financial fraud than you think. New research found that the most likely fraud victims do not match the stereotype of a befuddled, uninformed senior living alone. The NASD Investor Education Foundation sponsored a study to determine who among senior citizens is likely to become a fraud victim, […]
The Newest Wrinkle in ID Theft
ID theft is a booming business, and not always for the crooks. Firms are responding to fears of ID theft with new services. A host of ways now exists to protect you from ID theft or limit the damages from theft. Not all these services are effective or worth the money. Don’t be stampeded into […]
How to Prevent Identity Theft
Technology makes it easier to steal someone’s identity and money. But the focus on threats from technology is opening people up to serious losses by misdirecting attention. Despite its fast growth rate, high tech identity theft is not the most serious scam you face. The data are clear. Your greatest risk of either identity theft […]
How to Avoid Scams on the Recently Departed
People do a lot these days to protect themselves from identity theft. Few people, however, take steps to prevent the identity theft that is likely to occur after someone passes away. That time can be ideal for identity thieves. Loved ones aren’t likely to be focused on the possibility of identity theft. In the estate […]
SUBSCRIBE TO Lifetime Retirement Protection Program
Bob’s exclusive new service gives members the tools and knowledge to maximize their retirement finances for the rest of their lives. The Lifetime Retirement Protection Program includes all monthly issues of Bob’s Retirement Watch newsletter, all monthly video webinars in his Retirement Watch Spotlight service, every one of Bob’s premium reports and white papers (past and future), complete access to RetirementWatch.com, and 90 days’ membership in Eagle Financial’s DividendInvestor.com. Click here now to access all of Bob Carlson’s research.
7 Ways to Defend Elderly from Abuse
Older Americans are ready targets for exploitation and abuse. Unfortunately, sometimes the sources of exploitation are caregivers or others the person trusts. Loved ones and friends can take action to prevent such abuse and to catch it before it gets too far. Consider taking the following actions. Be involved. Even if you have no legal […]
4 Action Steps to Avoid ID Theft
Identity theft was on the rise again in 2004. But the causes of ID theft will surprise most people. A new study issued by the Better Business Bureau found that a minority of known ID theft occurred over the Internet. The study found that in 68.2% of ID theft cases in 2004 information was obtained […]
Identity Theft’s Latest Trend
Identity theft is the fastest-growing crime in the U.S. The computer crime known as phishing is becoming the prevailing form of ID theft. Preventing phishing requires diligence. One thing is clear: credit card companies won’t provide much help. Prevention will depend on your efforts. Phishing involves using e-mail to get a computer user to reveal […]
How to Spot and Avoid Scams
Corporate accounting and mutual fund scandals are not the biggest scam risks to investors. Identity theft is a big risk, but you don’t want to focus on it so much that you lose track of the other frauds coming your way. Versions of the old-fashioned Ponzi scheme proliferate. Retirees and those close to retirement still […]
