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Tag Archives: senior investors

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Elder Abuse Rises as US Population Ages

By Green & Schafle |

Aging Population Faces Increasing Number of Abuses As a vast sector of the US population reaches old age and the systems in place to supervise its care remain inadequate, instances of elder abuse will continue to rise. This includes not only the physical and emotional abuse of the elderly in nursing homes and care… Read More »

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Elder Abuse Awareness Day

By Green & Schafle |

Experts Say Elder Abuse May Spike But if you’ve been watching the news lately, you’ve probably seen at least one story that deals with elder abuse. In other words, you may already be aware of how elder abuse has become a national epidemic. Local news outlets recently picked up a story about a Delaware… Read More »

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SEC Philadelphia Office Opens Program to Help Senior Investors Avoid Scams

By Green & Schafle |

Want to protect yourself from elder financial abuse? As regulators and legislators around the country respond to the growing problem of elder financial abuse in the US, the Securities and Exchange Commission (SEC) Philadelphia office is hosting an event to help seniors to avoid becoming the next victims of abuse. The SEC Philly office,… Read More »

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Older Philly Investors: The SEC Wants to Hear from You

By Green & Schafle |

On June 12 at West Chester University, the Securities and Exchange Commission’s (SEC) Philadelphia regional office will host an educational event directed specifically at Philadelphia-area investors of a certain age. The event, titled Attention Seniors: Be a Savvy Investor and Avoid Fraud, will be as much an education for the SEC as for attendees…. Read More »

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Elder Financial Health Impacts US Economy, says Philly Fed Chief

By Green & Schafle |

Philadelphia Federal Reserve CEO Takes on Elder Financial Health In a recent conference on elder financial exploitation comprised of representatives of financial institutions, financial advisors, and regulators, the president and CEO of the Federal Reserve Bank of Philadelphia, Patrick T. Harker, set his sights firmly on the growing problem of elder financial health and… Read More »

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Talking About Money With Aging Parents

By Green & Schafle |

The securities industry watchdog agency, FINRA (Financial Industry Regulatory Authority), recently sent out an investor alert titled, “How to Talk to Aging Parents About Money.” As timely and sensitive as the alert is, it has an important additional purpose: to remind us how vulnerable senior investors are in the increasingly complex world of investments… Read More »

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Elder Financial Abuse Can Happen to Anyone

By Green & Schafle |

A Most Famous Case of Elder Financial Abuse A recent article on Philly.com served an important warning to those with elderly family members whose life-savings may be at risk. The article revisits one of the most famous cases of elder financial abuse in history – the case of New York socialite and multimillionaire Brooke… Read More »

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Regulators Worried About Senior Investors

By Green & Schafle |

You’ve no doubt heard about the massive demographic shift taking place in our country as the Baby Boomer generation retires. In 2040, an estimated 80 million Americans will be over the age of 65 and moving toward retirement. That’s twice the number of over 65 year-olds – or senior citizens – that we had… Read More »

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Beware Phony Senior-Specific Investment Professionals

By Green & Schafle |

As the largest segment of our population ages, and especially as Baby Boomers increasingly head into retirement, unfortunately scams run by so-called senior, retired, or elder experts will become more and more prevalent. Already they have grown so common that the Consumer Financial Protection Bureau, the SEC, and FINRA’s Investor Education Foundation have issued… Read More »

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