Fraud Protection Targeted with Financial Industry Initiative February 8, 2018 11:00 PM   |  

FINRA now requires that financial firms request "trusted contacts" from customers for fraud protection. In the event that the account holder becomes incapacitated or if fraud is suspected, the "trusted contact" can be relied upon.

3 min read  |  Household Finances
Fraud Alarm: How Elderly Investors Can Guard Against Scams December 25, 2017 11:00 PM   |  

As people age, they often become more vulnerable to financial scams. Here are some common ones and tips on how to avoid them.

4 min read  |  Retirement Lifestyle
5 Tax Prep To-Dos as You Hit Retirement January 8, 2017 7:00 PM   |  

The complex task of preparing taxes is a priority for many people this time of year. Even if you plan to let a pro take on your taxes, it’s a good idea to brush up on the basics.

3 min read  |  Tax Strategy
Be Wary: Tax Time Is Prime Season for Fraud April 1, 2015 5:00 AM   |  

Even savvy investors can’t be too careful. Tax refund fraud is expanding. Here are some tips for protecting yourself and taking quick action if suspicions rise.

2 min read  |  Tax Strategy
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