Wisdom Wealth Strategies’ Post

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.

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

The numbers are shocking…👇 But did you know having a Financial Advisor can actually be a line of defense against fraud? This is because we’re trained to look out for things like diminished mental capacity and unusual requests that seem out of the ordinary for a client. Plus, we take considerable measures to protect against impersonation, unusual changes in beneficiaries or accounts, unauthorized movement of funds, and other forms of fraud. If you’re concerned about protecting your wealth as you age or want to protect aging parents, come talk to us. Book a free Financial Freedom call by texting 458-777-4458. 👋 We’re a team of Financial Advisors and Coaches who deeply care about you and your financial life.

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

Don't let scammers win! 💪 Empower yourself and your loved ones with the knowledge to prevent financial fraud. This video provides practical tips and strategies to identify and avoid scams. Watch, learn, and share to protect those you care about. #fightscams #financialsecurity #education #protectyourfamily https://lnkd.in/gy4MAXbU

Fraud is on the rise, what are you doing to protect your business/organization, your reputation and all your hard work? Don't be scared, be prepared! Come join your Hills Bankers and a wonderful panel to learn more about fraud and how to mitigate your risk. See you on October 29th!

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

We know how fraudsters sound convincing when asking for your hard-earned money. That’s why verifying the caller's identity is important before sending money to desperate individuals. Let's navigate the world of money together. Write your financial success story with us. #ProtectYourMoneySecureYourFuture 

Financial fraud continues to plague business. In this article from the #Denver Business Journal, our local experts talk through the tools available to help stop fraud in its tracks. Do you have the right solutions in place to prevent financial fraud for your business?

Scams abound these days! All of them are designed to steal your money, whether over the long haul or in a single transaction. Here are a few of the more common types of financial fraud you may encounter and how to protect yourself. https://ow.ly/NE3O50Tkps6