Private Wealth Advisor, Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC
Financial fraud is becoming more sophisticated and harder to detect. If you suspect your loved one is being targeted by scammers, trust your gut. We can help you identify the signs financial fraud and provide you with support. This article I recently published in Valley Life provides some helpful tips. https://bit.ly/45q0HsD
Certified Financial Planner™ - Retirement Planning and Investment Expert - Founder of Wisdom Wealth Strategies
Tax season may not be your favorite time of the year, but there are two groups who relish this time of year: financial fraudsters and identity thieves. Financial fraudsters are after your assets. Identity thieves steal your personal information (often to then commit financial fraud). Why do they love #taxseason? Because people are vulnerable and the temptation to be careless with personal information in the pursuit of saving time is too high. Read here to learn what they want, how they get it, and ten red flags you should look out for.
Tax season may not be your favorite time of the year, but there are two groups who relish this time of year: financial fraudsters and identity thieves. Financial fraudsters are after your assets. Identity thieves steal your personal information (often to then commit financial fraud). Why do they love #taxseason? Because people are vulnerable and the temptation to be careless with personal information in the pursuit of saving time is too high. Read here to learn what they want, how they get it, and ten red flags you should look out for.
Fraud is having a big impact around the world, growing year-over-year. In his new whitepaper, industry expert Jonathan F. explains why Authorized Push Payment fraud is becoming an increasing challenge and why it is leading financial institutions to look for a way forward to protect their financial environment and stakeholders. To this end, a collaborative approach to financial crime has become a necessity. #StopAPPFraud https://buff.ly/3Lu6rsd
Great advice for all of those out there with older folks in their lives! Fraud and scam can happen to anyone, but especially to those who aren’t aware of all the ways fraudsters can get access to your loved ones’ data or funds. Familiarize yourself with these tips and help protect your loved ones by stepping in at the first sign of a scam. #fraudeducation #scamprevention
Banks can be the first line of defense for their older customers, helping spot and prevent frauds and scams. A great tip to share with older family members and clients is that if a bank questions a transaction, or asks to speak with you in private, they are very likely trying to ensure your financial safety. #ConsumerProtection #FinancialEducation #FinancialKnowledge #FinancialEmpowerment
It's #FraudWatchWednesday! Are you being told you need to move your money or other financial assets to "protect" it from fraud? Chances are, that is a scam! Best practice is to hang up and call CB&L or your other financial institution directly. Learn more here: https://brev.is/mnlAT
Credit protection is more than just a good idea—it's a critical component of financial health. Secure your credit score by monitoring your credit report, using multi-factor authentication, and staying vigilant against fraud. Protect your financial future! #CreditProtection #FinancialHealth https://lnkd.in/esMR4PxT
Did you know that personal financial fraud affects millions of Americans yearly, resulting in billions of dollars in losses? During this webinar, you will learn about different types of financial fraud, how we detect and investigate potential fraud, and the measures we have in place to mitigate the risks. Wisely by ADP https://lnkd.in/gKFQYpr8