Financial Exploitation Newsletter – October 2021

This complimentary newsletter is an educational resource with “links” on financial exploitation & behavior that may contribute to privacy concerns/financial exploitation. DISCLAIMER: Information & links are based on sites that appear to me as legitimate, but even I can be duped. If you find a problem, please let me know immediately, so that I can get the word out. Judy Christman Yates, DPA,Criminologist,

Dirty Secrets About Annuities

When you visit your financial advisor, you trust their competency and ability to maintain and grow your hard-earned money. You rely on these investments to provide for your retirement, and every dollar counts when planning to live on a fixed income. But what if your financial advisor does not disclose that they collect a higher fee based on an annuity account you may not benefit most from? How do you know if annuities are a right fit for your portfolio? Here are the dirty secrets about annuities.

digital assets

Are Your Digital Assets Protected? Don’t Overlook This Important Piece of Your Estate Planning Puzzle

Are Your Digital Assets Protected? Don’t Overlook This Important Piece of Your Estate Planning Puzzle   The concept of estate planning has always been pretty straightforward: by “planning” in advance, you can ensure your assets are protected should you become incapacitated, and later distributed in accordance with your wishes after you’re gone. Of course, the…

6 Steps to Ensure Your Estate Plan’s Success

6 Steps to Ensure Your Estate Plan’s Success     Estate planning is about getting plans in place to manage risks at the end of your life and beyond.  No one wants to spend more time than necessary contemplating their mortality. But putting in the work now will save your loved ones from months or…