The “Managing Someone Else’s Money” guides can help you understand your role as a financial caregiver, also called a fiduciary. Each guide explains your responsibilities as a fiduciary, how to spot financial exploitation, and avoid scams. Each guide also includes …
Be WISER! About Social Security Phone Scams
Social Security phone scams are the #1 type of fraud reported to the Federal Trade Commission and Social Security. Recently, these scams have skyrocketed. Scammers prey on emotion – generally fear – to get people to act. Older people are …
Too Good to Be True Checklist
Here is a checklist of common phrases that scam artists use, as well as offers they may make to try and swindle you out of your money. Next time you hear or read one of these you can just say, …
Women and Financial Fraud & Abuse
As the number of older Americans in our nation grow, so too do the number of cases of financial elder abuse. Financial elder abuse is when seniors are exploited or conned out of their money through deceit. Financial scams are …
A Checklist to Help You Protect Those You Care About from Elder Financial Abuse
How can I tell if someone is being financially abused? Detecting financial abuse involves looking for changes in the older person’s lifestyle and finances. Download A Checklist to Help You Protect Those You Care About from Elder Financial Abuse Developed …
Protecting Your Income: Tips for Seniors
Everyone is subject to fraudulent scams and con games. Because older people are frequently targeted, it is important for them to be aware of the frauds and scams that threaten their financial security. Download Protecting Your Income: Tips for Seniors …
WISER Special Report: Senior Fraud, Sweetheart or Sweetheart Scam?
Authorities in New York arrested a woman last year for theft of hundreds of thousands of dollars from an 85-year-old man, in what experts refer to as a “sweetheart scam.” In this case, the woman befriended an older man telling …
Senior Financial Fraud and Abuse
Senior financial abuse scams are a multi-billion dollar “industry.” Studies estimate the annual financial loss nationwide to be around $2.9 billion. In a recent New York State study, estimated annual losses for seniors in a subsample of New York State …
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