In this insightful article, Anna Rushton from the South Carolina Securities Division explains how social isolation makes individuals, particularly seniors, more vulnerable to investment fraud. She highlights common scams, including Ponzi schemes and online romance scams, which often target the socially isolated. Rushton offers practical advice on protecting yourself, such as conducting thorough research, checking the registration status of investment advisors, and staying informed about scam tactics to avoid becoming a victim.
Category: Financial Services Articles
How to be in Tip Top Financial Shape Now!
By Debra L. Nelson, MSFS, CASL, Certified Financial Planner It is important to prioritize your financial well-being just as you prioritize… Read more »
5 Situations Where Older Adults Need Life Insurance
Excerpt:
Life insurance isn’t just for younger adults—it can provide financial security for older adults, too. From covering funeral expenses to ensuring dependents are cared for, here are five situations where maintaining or purchasing a policy may make sense.
BUYING WITH LIFESTYLE
By Mark Schumacher, NMLS ID 519754, Mutual of Omaha Mortgage, Inc., NMLSID 1025894 When I first began working in real… Read more »
Outside the Box
By Mark Schumacher, NMLS ID 519754, Mutual of Omaha Mortgage, Inc., NMLS ID 1025894 I wish I could say my… Read more »
The Road to Recovery: 5 Steps Towards Fixing Your Financial Problems
By Dorothea Bernique, Executive Director at Increasing HOPE Owning up to your financial struggles is a lot like dealing with… Read more »
THE LAST HOME WE WANT TO BUY
THE LAST HOME WE WANT TO BUY Mark Schumacher, NMLS ID 519754 Retirement Funding Solutions, a Mutual of Omaha Bank… Read more »
The Use of Immediate Annuities in Medicaid Planning for Married Couples
The Use of Immediate Annuities in Medicaid Planning for Married Couples By Chadwicke L. Groover, Upstate Elder Law, P.A. … Read more »
The Swiss Army Mortgage
The Swiss Army Mortgage By Mark Schumacher, NMLS ID 519754; Retirement Funding Solutions Here’s the most common reasons homeowners age… Read more »
PACE – Affordable, Accountable, and All-Inclusive
PACE-Affordable, Accountable, and All-inclusive A Benefit Plan Focused on Your Health Long-Term A recent poll released by The AP-NORC Center for… Read more »
