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Tag Archives: senior fraud

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Baby Boomers Consistently Neglect Financial Planning

By Green & Schafle |

Baby Boomers Consistently Neglect Financial Planning Recent research by the National Association of Personal Financial Advisors (NAPFA) demonstrates that one out of three baby boomers who are approaching or commencing the retirement stage are yet to do any financial planning in the past two years. The recent survey reveals that baby boomers are only… Read More »

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As Boomers Age, Elder Law Expands

By Green & Schafle |

ELDER LAW PROTECTS OLDER CITIZENS FROM FINANCIAL ABUSE Financial exploitation is a segment of elder law. It’s a developing field of practice that involves not just advance medical directives, estate planning, guardianship, probate and will contests, but also real estate, tax, employment, special needs, discrimination, domestic violence, and Medicaid issues. The number of individuals… Read More »

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Scammers Use Financial Industry Credentials to Deceive Public

By Green & Schafle |

FINRA ADVISES BEWARE OF EMAIL SCAMMERS AS NEW SCHEMES RISING DAILY In recent times, scammers have been consistently preying on the financial services industry. Remarkably, they often succeed in singling out their prey based on reports from cybersecurity regulators and experts. “It’s almost as if many of these fraudsters have worked in financial services… Read More »

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Legislators Seek to Bar Brokers from Client Wills

By Green & Schafle |

Democrats in Senate See Problems with Broker Inheritances from Clients Stock brokers may no longer be permitted to receive bequests from clients. Four United States Senators have sent a letter to the CEO of securities industry regulator FINRA asking the agency to bar stock brokers from client wills. Lead by Democratic Senator Catherine Cortez… Read More »

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Major Regulators Issue Senior Safe Fact Sheet

By Green & Schafle |

Senior Abuse Hits the Headlines (Again) Lately it seems like you can’t read the news without coming across information about elder financial abuse. This week, the former business manager of comic book legend Stan Lee was arrested for fiduciary elder abuse in Arizona and will be extradited to California to face charges. Closer to… Read More »

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Senior Abuse Often Hits Uncomfortably Close to Home

By Green & Schafle |

Ten Thousand New Seniors Are “Born” Every Day Approximately ten thousand Americans turn 65 every day in our country. The trend is set to continue until at least 2030. To perpetrators of financial fraud against the elderly, that means ten thousand new victims arrive every 24 hours. The result of their nefarious efforts has… Read More »

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