Tag Archives: security

Nowadays, e-mail inboxes are routinely flooded with scams—from missing pet and child notices, to official-looking IRS refund communications, to the infamous Nigerian money solicitations. Social media has opened up private lives to public viewing and also significantly aided identity thieves. …

Many of us—myself included—recently received alerts from banks and major retailers notifying us that our names and e-mail addresses had been “hacked” as a result of an attack on a third-party service used by these businesses to handle e-mail distribution. …

I recently attended a conference in Washington on the question of retirement income—how baby boomers will generate income from their 401(k) accounts once they retire.…

Anytime I forget something, I rationalize that what I’m really doing is clearing out space to allow new information to be stored in my brain. It’s a bit like cleaning off my desk or deleting cookies from my computer.…

I’ve written about financial fraud involving seniors before, and it remains a serious concern. Unfortunately, there’s not much we in the investment industry can do beyond warning our clients to be vigilant and working through issues when they arise. As …

You see it all too often: A caretaker is arrested for stealing funds from a senior under his or her care. What you don’t see as frequently—though I believe it’s a great deal more prevalent—is family financial fraud, primarily targeting …

I’m a list maker. I carry around various lists for different parts of my life, and add and delete as I work my way through the tasks. While much in my life has become digital, I always write these lists …