Protecting Seniors' Wealth Guide

Protecting Seniors' Wealth Guide
Author: Anne McGowan
Publisher: Blue Sea Publishing
Total Pages: 54
Release: 2016-01-22
Genre:
ISBN: 9780996343855

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The Protecting Seniors' Wealth Guide informs people about senior and elder financial abuse, and how to plan for prevention, or deal with it effectively, should it occur. It's a practical book that offers guidelines for taking action when situations present, including background information on how wealth abuse occurs and outlines how prevalent it actually is. The Guide describes how to take steps for preventing senior elder wealth abuse, and helps motivate people to become informed and take action, as this is the key to prevention - ensuring senior elders remain safe & secure, along with their dignity and finances to support their lifestyle.

The Ultimate Betrayal

The Ultimate Betrayal
Author: Anne McGowan
Publisher: Archway Publishing
Total Pages: 124
Release: 2016-07-29
Genre: Business & Economics
ISBN: 1480832839

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Millions of people around the world are watching their parents and other loved ones grow olderand those elderly people are at risk. Its not only dying or getting sick they have to worry about: As people get older, they become easy prey for criminals who want to separate them and future generations from their hard-earned money and assets. In this guide to protecting yourself and recognizing when a loved one is at risk, youll learn how to: take preventative steps to ensure elder abuse never starts; recognize when someone might be trying to take advantage of a loved one; navigate the complicated process of stepping in to take care of an elderly loved one; and promote widespread respect and dignity for the elderly. McGowan draws on real-life experiences to show the profound implications of letting yourself or a loved one be taken for a fool. With the continued aging of the adult population, abuse of the elderly is going to become a bigger problem with time. Dont let yourself or your family be victimized by The Ultimate Betrayal.

Covering Your Assets

Covering Your Assets
Author: Leonard Critcher
Publisher: AuthorHouse
Total Pages: 333
Release: 2014-02-26
Genre: Reference
ISBN: 1491862831

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COVERING YOUR ASSets is not a guide on how to accumulate assets. It is written specifically for people who have already accumulated assets, or are on their way to doing so, and wish to preserve and protect those assets. It is written in a unique format that will allow you to isolate your specific life situation and read only material applicable to you. You will learn about what the Wealth Planning process should actually entail, the Thirteen Wealth Management Issues (twelve of which that are ignored by many Financial Planners), the synergy that should come from the integration of these oft-ignored issues, and how to properly build a Wealth Planning Team. Twenty-seven complex strategies and techniques are explained in simple terms and presented in such a way that they can be easily understood by any layman. COVERING YOUR ASSets is an informative, enjoyable and easy to read guide for anyone wishing to Preserve and Protect what they have accumulated.

Safe and Secure

Safe and Secure
Author: Fran Tarkenton
Publisher: Simon and Schuster
Total Pages: 100
Release: 2019-01-22
Genre: Business & Economics
ISBN: 1621578429

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Thieves and scammers are on the prowl for easy targets who have significant exposed assets—and if you're a senior citizen who saved for retirement, you may be the perfect mark. Fran Tarkenton, the NFL Hall of Fame quarterback who became a succesful entrepreneur, has partnered with certified public accountant and financial executive Rick Gossett to present this practical, up-to-date guide to scam-proofing your savings during your golden years. Safe & Secure will give you ten specific actions steps that will turn you from an “easy” target into a “hard” target. A well-prepared senior who understands the potential for financial abuse and has taken the precautions recommended in this book is more than likely to remain safe and secure through a long and comfortable retirement. “As our country gracefully ages, we need to make sure to do all we can to protect the elderly—from their health, to their mind, to their finances. Once again, a man we all trust and respect has stepped forward and answered the call. With his simple and effective ways of explaining important concepts, legend Fran Tarkenton is doing his part to keep the elderly safe, drawing on his successful career both on and off the football field.” —SANJAY GUPTA, Assistant Professor of Neurosurgery at Emory University and CNN Chief Medical Correspondent “From helping us all recognize that we’re potential targets to providing easily comprehensible and implementable solutions, Fran Tarkenton and Rick Gossett have provided an extremely invaluable and indispensable resource. Elder nancial abuse will remain a major concern as our population ages. The tools presented here can help everyone be prepared and less likely to be a victim.” —THOMAS E. PRICE, MD, former Secretary of Health and Human Services and former member of US House of Representatives

Money Smart for Older Adults

Money Smart for Older Adults
Author: Consumer Financial Consumer Financial Protection Bureau
Publisher:
Total Pages: 100
Release: 2019-07-18
Genre: Consumer protection
ISBN: 9781081277093

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Recently updated, this guide, in easy-to-read 14 point font, provides information on common frauds, scams and other forms of elder financial exploitation and suggests steps that older persons and their caregivers can take to avoid being targeted or victimized.

Money Smart for Older Adults Resource Guide

Money Smart for Older Adults Resource Guide
Author: Federal Deposit Federal Deposit Insurance Corporation
Publisher:
Total Pages: 102
Release: 2019-03
Genre: Consumer protection
ISBN: 9781798471562

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This recently updated guide produced by the Bureau of Consumer Financial Protection (BCFP) and the Federal Deposit Insurance Corporation (FDIC) provides information on common frauds, scams and other forms of elder financial exploitation and suggests steps that older persons and their caregivers can take to avoid being targeted or victimized.The mission of the BCFP, a government agency, is to make markets for consumer financial products and services work for consumers by making rules more effective, by consistently and fairly enforcing those rules, and by empowering consumers to take more control over their economic lives. The FDIC is an independent agency created by the Congress to maintain stability and public confidence in the nation's financial system.

Wealth Protection

Wealth Protection
Author: Christopher R. Jarvis
Publisher: John Wiley & Sons
Total Pages: 418
Release: 2002-11-04
Genre: Business & Economics
ISBN: 0471433543

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"As an asset protection lawyer, I think Mandell and Jarvis brilliantly explain the most effective wealth protection strategies. A must-read for advisors and clients alike." -Arnold S. Goldstein, PhD, LLM, JD author, Asset Protection Secrets "I really appreciate the 'Risk Factor Analysis.' It is a unique tool for diagnosing-and then solving-some of the toughest problems in maintaining and protecting your wealth." -Gordon Klein, JD, CPA, lecturer, UCLA's Anderson Graduate School of Management, frequent CNBC Commentator "Chris and David's concept of a 'Personal Economy' should be heeded by every individual investor. If you want to grow and shield what's yours, this book is a great start." -Jonathan Guryan, PhD, Asst. Professor of Economics University of Chicago Graduate School of Business The interest in protecting one's wealth is universal. Wealth Protection: Build and Preserve Your Financial Fortress serves as the ultimate handbook for readers who want to build their family's financial fortress and shield it from potential risks.

Packing For Retirement

Packing For Retirement
Author: James L. Flanagan
Publisher: Gatekeeper Press
Total Pages: 210
Release: 2019-03-22
Genre: Business & Economics
ISBN: 1642373222

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Packing for Retirement is a must-read for anyone who is planning on retiring or who has recently retired. This easy-to-read book is complete with information that everyone needs to know about retirement planning, what this life transition means now and what it is likely to mean in the future . Packing for Retirement provides you with a roadmap to planning a successful and happy retirement. Longevity is changing the way we live the later part of life and as a result, we need the financial tools and resources to live our best lives. The author identifies the 10 most critical questions any retiree must answer, and helps the reader to understand the biggest risk in retirement - health, then demonstrates the ways in which a person can protect what they have worked for with insurance strategies and sound estate planning advice. This book includes self-assessments, check lists, sample form templates and most importantly, an action plan for every person planning to retire or navigating retirement. If you are between the ages of 50-70 and want to know about the inner workings of health care, taxes, IRAs, income planning and long-term care you must read this book. WARNING! The contents of this book have the possibility to change your life. Implement a few of these strategies and enjoy your ability to earn more, worry less while capitalizing on your longevity bonus.

Cents & Sensibility

Cents & Sensibility
Author: John Lavelle
Publisher: iUniverse
Total Pages: 148
Release: 2006-08
Genre: Business & Economics
ISBN: 0595394817

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Whether you're retired, approaching retirement, or caring for an aging loved one, Cents & Sensibility: The Practical Guide to Money & Aging offers candid legal advice and effective, manageable strategies for financial planning, asset protection, and confident senior living. From investment and allocation plans to housing and long-term care, and through concrete legal insight and everyday examples, Cents & Sensibility shows you how to maximize your income and protect what you've earned-regardless of your current tax bracket. Authors Martin S. Finn and John H. Lavelle use their considerable experience as attorneys and financial planners to bring you the latest information on Wills, trusts, and philanthropy Tax benefits and planning techniques Insurance coverage and out-of-pocket expenses Family and asset protection Relocation, housing, and downsizing An enlightening, pragmatic look at complex issues, Cents & Sensibility is an indispensable financial handbook, a must for every fiscally responsible individual-and for those who wish to be