Tag Archives: Money Management

“Free Lunch” Investment Seminars — What to Look Out For

If you’re ever invited to a free seminar that promises to teach you about investing or managing money in retirement, and that comes with a free meal, there may be a few facts you should digest first.

Research by the FINRA In­vestor Education Foundation found that 64 percent of Americans age 40 and older have been invited to so-called “free lunch” seminars. While a free meal or prize might be enticing, in many cases the goals of these seminars are to recruit new clients and sell products.

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Avoid Financial Exploitation With These Tips

Older Americans should know that while financial abuse is believed to cost seniors an estimated $3 billion annually, you can help prevent it and protect yourself.

Signs To Watch For

• You, family, friends or your bank notice financial activity you don’t recall, that is not consistent with your financial history or that is beyond your means.

• Your caregiver or beneficiary refuses to use your funds for necessary care and treatment or is threatening to place you in a long-term care facility unless you give him or her control of your finances.

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