ATTORNEY NEWSLETTER The SEC wants to alert the individuals receiving compensation from insurance companies after natural disasters like hurricanes, floods, oil spills, and fires that they may be targets of investment fraud....
Category: Annuities
The Case for Simplicity in Retirement Finance
October 12, 2015
ATTORNEY NEWSLETTER It’s tempting to see retirement saving as a viable way to get big returns off Wall St. investment, to provide a hefty sum for potential medical costs, caretaking, and passing on to the next...
What Happens to an Annuity Deferred?
October 11, 2015
ATTORNEY NEWSLETTER An increasing number of seniors have been adding risky financial products to their retirement finances, guided by so-called “elder financial planners” and other shysters looking to make some...
Finra Jumps in to Help Elders
October 9, 2015
ATTORNEY NEWSLETTER Finra, the Financial Industry Regulatory Authority, has decided to give financial advisers the authority to circumvent rules on trade execution when they believe that an elderly client is being manipulated...
Living Trust Mills: the Risks of Elder Financial Planning
September 23, 2015
ATTORNEY NEWSLETTER If you’ve ever seen an advertisement for free lunch seminars on living trusts, or for the astoundingly low cost to set one up, you may be thinking it’s too good to be true. Well, you’re...